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2: The changing role of the advisor and why philanthropy builds loyal clients.
Manage episode 363463270 series 3476453
Treść dostarczona przez Audioboom and The Good in Local Giving by Kent Community Foundation. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Audioboom and The Good in Local Giving by Kent Community Foundation lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.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.
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