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S1, E5: The power of cross-collaboration for financial advisors
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A tartalmat a Kim Ledger biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Kim Ledger vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
This is the last of five episodes in the first Philanthropic Insights series. This series offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact.
In our fifth episode, Kim Ledger and planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren talk about how and why financial advisors can collaborate with other professional advisors to make a powerful charitable planning team for their clients.
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Until next time, keep giving wisely.
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