The “Sticky” Business of Philanthropy

I conducted research on the value proposition of philanthropy to professional advisors. The bottom line is that if wealth planners, lawyers, and tax accountants want to develop deeper relationship with their clients, having meaningful conversations is an excellent way to do that. One advisor said that it helped her to create a “sticky business”. Clients were attracted to her because of her social values, they referred to her service to others for the same reason, and clients tended to stick with her from one generation to the next. Discussing philanthropy with clients, particularly at times when wealth is about to be transferred from one generation to another, is very good for the advisor’s business. Read the full report:

Doing Good for Business pdf

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