Greg Staab

My hope for this blog is to highlight a few reoccurring conversations we have had along the way and help shed some light on potential pitfalls nonprofits have found related to launching a branded DAF solution.

It’s no secret, if your business is not growing, it will soon be extinct. In a recent Forbes Magazine study of 803 financial advisors, 91% of them cited their number one concern as how to grow their asset base. It makes sense, we all know what happens to our client’s portfolios when they pass away, or when clients need cash flow at retirement, or one of the myriad reasons assets go out the door. What makes pursuing new assets more challenging is that 88% of those surveyed reported there is intense competition for wealthy clients. There is not only the efficiency of more assets per individual, but there are more options to generate revenue from non-investment solutions.

Read More »Looking for New Ways to Attract New Assets?