Episode 25: Talking to clients about philanthropy

from IMAP Podcast Series - Independent Thought · host IMAP

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 presentModerated by David McDonald, CFA of IMAP

Episode metadata supplied by the publisher feed · Published Oct 17, 2023

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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 pres...

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Episode 25: Talking to clients about philanthropy

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This episode is 27 minutes long.

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This episode was published on October 17, 2023.

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