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Improving Client Service, Increasing Philanthropic Capital: The Financial Adviser’s Role

Enterprising Investor
Enterprising Investor
Episode • May 15, 2013 • 10m

In episode #203, Jim Coutré explains why supporting clients in their philanthropy can be a triple win, benefiting the client, the financial adviser’s practice, and society.

Guiding Assets • Improving Client Service, Increasing Philanthropic Capital: The Financial Adviser’s Role • Listen on Fountain