Financial advisors are in a unique position to help change lives, give people hope and financial clarity, and impact the communities in which they live and work. Attend this session for a collaborative discussion about how an advisor relationship can facilitate a client’s purpose beyond money while maximizing impact on their communities. We will discuss best practices for running a business as a force for good and advising clients on how to experience fulfillment through meaningful contributions with a socially conscious mindset.
Learning Objectives:
Help clients identify and fulfill their purpose and maximize their money to have a positive impact for years to come.
Understand how other advisors are driving business growth while also making a positive impact on the welfare of their communities and society.
Learn how to evaluate volunteer and charitable opportunities to best align with your business goals and personal values.
