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Wealth Advisors & Their Role in HNWI Philanthropic Giving
MP3•Jakson koti
Manage episode 152898768 series 1074501
Sisällön tarjoaa CAF America. CAF America tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Wealth Advisors & Their Role in HNWI Philanthropic Giving Why Talking About Philanthropy is a Smart Business Decision Ted Hart, CEO of CAF America, discusses the launch of CAF America's wealth advisory services with Eileen Wilhem, Director of Philanthropy who is joined by our guestDavid Ratcliffe, a Managing Director and the National Philanthropic Solutions sales executive for U.S. Trust, Bank of America Private Wealth Management. As experts in the field of philanthropic engagement and wealth management, Eileen and David highlight various topics and trends relevant to high net worth individuals while analyzing The U.S. Trust Study of the Philanthropic Conversation and they explore how this information can prove to be a valuable tool in building and strengthening client relationships. The show explores: The role of wealth advisors in philanthropyHow wealth advisors can support the philanthropic goals of their clientsEducating high net worth individuals on giving to their country of originThe challenges of discussing philanthropy with clients
…
continue reading
69 jaksoa
MP3•Jakson koti
Manage episode 152898768 series 1074501
Sisällön tarjoaa CAF America. CAF America tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Wealth Advisors & Their Role in HNWI Philanthropic Giving Why Talking About Philanthropy is a Smart Business Decision Ted Hart, CEO of CAF America, discusses the launch of CAF America's wealth advisory services with Eileen Wilhem, Director of Philanthropy who is joined by our guestDavid Ratcliffe, a Managing Director and the National Philanthropic Solutions sales executive for U.S. Trust, Bank of America Private Wealth Management. As experts in the field of philanthropic engagement and wealth management, Eileen and David highlight various topics and trends relevant to high net worth individuals while analyzing The U.S. Trust Study of the Philanthropic Conversation and they explore how this information can prove to be a valuable tool in building and strengthening client relationships. The show explores: The role of wealth advisors in philanthropyHow wealth advisors can support the philanthropic goals of their clientsEducating high net worth individuals on giving to their country of originThe challenges of discussing philanthropy with clients
…
continue reading
69 jaksoa
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