Tips for the Talk


Categories: Advisors

Wealth advisors know that high-net-worth clients typically look to them for guidance around their charitable giving. That’s why conversations around philanthropy are becoming increasingly commonplace, especially during year-end client meetings. However, there’s a big difference between “having a conversation” and having a productive conversation.

This article explores the three common traps that advisors fall into, as well as tips for facilitating this important conversation.

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