EPISODE · May 15, 2013 · 10 MIN
Improving Client Service, Increasing Philanthropic Capital: The Financial Adviser's Role
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.
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Improving Client Service, Increasing Philanthropic Capital: The Financial Adviser's Role
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Frequently Asked Questions
How long is this episode of Enterprising Investor?
This episode is 10 minutes long.
When was this Enterprising Investor episode published?
This episode was published on May 15, 2013.
What is this episode about?
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.
Can I download this Enterprising Investor episode?
Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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