Why Ask Why? Adding Value and Values to Your Client Relationships
Tuesday, December 13, 2022
2:00 PM – 3:00 PM PDT
Location: SCC: 602-604
CE: 1 CFP CE Credit(s)
Level of Complexity: Intermediate
Most advisors excel at helping their clients accumulate and protect their wealth with long term financial goals in mind. However, the majority of advisors stop short when it comes to helping their clients discover the meaning of the wealth they are accumulating. By blending financial and values based planning, an advisor can build multi-generational relationships and help their clients align their financial plans with their personal values and their desire to make a difference.
Learning Objectives:
Attendees will gain a better understanding of the perception gaps that often exist between advisors and their clients when it comes to discussing charitable giving and philanthropy.
Attendees will gain a fresh perspective on wealth, philanthropy, and legacy; the basis for implement planning strategies that are based on purpose-driven goals to better serve their clients.
Attendees will learn techniques and best practices for leveraging the philanthropic conversation.
