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2: The changing role of the advisor and why philanthropy builds loyal clients.
Manage episode 363463270 series 3476453
Sisällön tarjoaa Audioboom and The Good in Local Giving by Kent Community Foundation. Audioboom and The Good in Local Giving by Kent Community Foundation 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.
Podcast host Sarah Fox welcomes Victoria (Vicki) Papworth, Coutts specialist Philanthropy Advisor and a Spears Top 500 Recommended Philanthropy Advisor in 2022, and Kent Community Foundation’s Sophie Hosking.
We ask how the role of a financial advisor is changing and the growing expectations from future generations to provide greater and deeper support when it comes to sustainable finance and advice. Sarah asks how professional advisors can find confidence in giving and why local giving might be a great starting point to open up discussion on philanthropy with clients.
We ask how the role of a financial advisor is changing and the growing expectations from future generations to provide greater and deeper support when it comes to sustainable finance and advice. Sarah asks how professional advisors can find confidence in giving and why local giving might be a great starting point to open up discussion on philanthropy with clients.
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