Building a Collaborative Team - Purposeful Planning Podca...

What this episode covers

How advisors work together to support clients’ philanthropic interests. Talking Points: What are your roles at your firms and at what point do they intersect? What types of clients do you work with and how do you support them in their giving? What has been important to creating these successful collaborations? What are the hallmarks of philanthropy at scale?

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Frequently Asked Questions

How long is this episode of Purposeful Planning Podcast?

This episode is 37 minutes long.

When was this Purposeful Planning Podcast episode published?

This episode was published on January 13, 2025.

What is this episode about?

How advisors work together to support clients’ philanthropic interests. Talking Points: What are your roles at your firms and at what point do they intersect? What types of clients do you work with and how do you support them in their...

Can I download this Purposeful Planning Podcast episode?

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