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2: The changing role of the advisor and why philanthropy builds loyal clients.
Manage episode 363463270 series 3476453
Audioboom and The Good in Local Giving by Kent Community Foundation에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Audioboom and The Good in Local Giving by Kent Community Foundation 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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 에피소드
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