Walk in my shoes - Episode 51
Join our CEO, John Pepin, as he chats with our members Jonathan Brinsden, Partner, BDB Pitmans LLP; Andra Ilie, Senior Manager, Family Office and Private Client, KPMG in the UK; and Kate Boswell, Director, Stonehage Fleming Wealth Planning.
At Philanthropy Impact we often focus on how professional advisors and firms can meet their clients’ demand for philanthropy and social impact advice, driven by millennials and women of wealth. We promote it as a natural extension of their offering as a firm providing a holistic service aligned with their values, to build lasting relationships clients and reach new clients – but what about retaining talent?
In this discussion we want to turn the spotlight on the individual advisors – the next generation who, like their clients, are seeking a more purposeful job satisfaction, aligned with their values.
In this episode we will hear from Professional Advisors already working in this space, members of Philanthropy Impact who are committed to continuing to develop their knowledge to better support their clients and why firms need to understand that this approach will also enable them to retain good talent. Talent that will enable the firm to meet the needs of the new generation of wealth.
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This webinar is free for members. Non members £10.
Terms and conditions
Prior registration is required. Following resistration, registrants will receive an email containing instructions for joining the webinar. Attendees will have the opportunity to ask live questions of the speakers during the web-event.
