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2: The changing role of the advisor and why philanthropy builds loyal clients.
Manage episode 363463270 series 3476453
Вміст надано Audioboom and The Good in Local Giving by Kent Community Foundation. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Audioboom and The Good in Local Giving by Kent Community Foundation або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Podcast host Sarah Fox welcomes Victoria (Vicki) Papworth, Coutts specialist Philanthropy Advisor and a Spears Top 500 Recommended Philanthropy Advisor in 2022, and Kent Community Foundation’s Sophie Hosking.
We ask how the role of a financial advisor is changing and the growing expectations from future generations to provide greater and deeper support when it comes to sustainable finance and advice. Sarah asks how professional advisors can find confidence in giving and why local giving might be a great starting point to open up discussion on philanthropy with clients.
We ask how the role of a financial advisor is changing and the growing expectations from future generations to provide greater and deeper support when it comes to sustainable finance and advice. Sarah asks how professional advisors can find confidence in giving and why local giving might be a great starting point to open up discussion on philanthropy with clients.
2 епізоди
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