27 min
Episode 25: Talking to clients about philanthropy IMAP Podcast Series - Independent Thought
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- Investing
Susan Chenoweth, PMESA - Head of Philanthropic Services and Lynda McKie CFP Senior Private Weath advisor from Elston (one of Australia's largest privately owned and operated financial services companies) talk about the reasons for Philanthropy increasingly being a topic of interest to clients :the reasons for the growing demand for assistance with Philanthropyidentifying clients with interest in this areahow and when to discuss Philanthropy with clientsoptions to prese...
Susan Chenoweth, PMESA - Head of Philanthropic Services and Lynda McKie CFP Senior Private Weath advisor from Elston (one of Australia's largest privately owned and operated financial services companies) talk about the reasons for Philanthropy increasingly being a topic of interest to clients :the reasons for the growing demand for assistance with Philanthropyidentifying clients with interest in this areahow and when to discuss Philanthropy with clientsoptions to prese...
27 min