Professional Advisor Training - Deepening Relationships with Multi-Generational Clients
September 28, 2023 @ 8:30 AM - 9:30 AM
Barry's Boardroom | C3 Center, 1910 Ingersoll Avenue in Des Moines
Deepening Relationships with Multi-Generational Clients through Philanthropy
Intended Audience: Professional Advisors, Attorneys, Financial Planners, Estate Planners
In this session, hear from Diane Higginbotham about the value of philanthropy as a relationship-builder to more robust client conversations across generations. Attendees will engage with tools to work with their clients to find their philanthropic identity, gain knowledge to introduce the topic of philanthropy in client meetings and hear how the Community Foundation can partner with them for the benefit of clients.
The Community Foundation will be offering Continuing Education credits for this training.
Questions? Contact Peyton Haas at 515-447-4208 or email@example.com.