When financial advisors, CPAs, and attorneys maintain a healthy and communicative relationship, they become a powerhouse team for clients (especially during tax season). So… Read More »Why cross-industry collaboration is essential for financial advisors
As all financial advisors know, every client possesses unique attributes, needs, and goals which collectively make up their personal and economic profiles. Along with those… Read More »How to know when donor-advised funds are best for clients
In 2021, an estimated “… 49% of Gen Zers donated to a cause or person they discovered on social media [and] 43% contributed to a… Read More »Philanthropy for all: How Flex Giving accounts increase opportunities to give
The holidays are here, and as year-end gets closer, generosity across the U.S. increases. Most of these gifts come in the last three weeks of… Read More »How to start the charitable conversation with clients
With the new year almost here, now is a great time to formalize and finalize your client’s end-of-year giving plan to ensure they meet their… Read More »Maximize your clients’ year-end giving strategy
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