Improving Client Service, Increasing Philanthropic Capital: The Financial Adviser's Role episode artwork

EPISODE · May 15, 2013 · 10 MIN

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

from Enterprising Investor

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.

Episode metadata supplied by the publisher feed · Published May 15, 2013

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

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