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Asset Acquisition through Community Involvement and Charitable Planning

Session Speakers
Session Description

Why Attend
Learn how top advisors in the country use community involvement to drive their business with high net worth prospects and incorporate charitable planning into their wealth management strategy to deepen relationships with clients.  

Session Details
Have you thought about community involvement as a way to make a bigger impact? Have you discussed the benefits of charitable planning with your clients?  94% of high-net-worth households want to learn more about charitable giving, yet only 5% of those who have discussed the topic with their advisor report that the advisor initiated the conversation.* By being strategically involved in your community and incorporating philanthropy, you open the door for gathering assets in a meaningful way. Learn:

  • Ways to build your brand and differentiate your practice through community involvement
  • Strategies for client acquisition events that benefit your community and allow you to connect with ideal prospects in a meaningful setting
  • How to engage with multi-generations of a family through philanthropic conversations; thereby cementing existing assets and garnering new, younger relationships
  • How to incorporate charitable planning into your existing practice to help clients maximize the impact of their philanthropy

 

* The 2016 U.S. Trust Study of High Net Worth Philanthropy

Additional Information
CIMA-1.5 hrs, CPE-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Session Schedule