This magazine explores the issue of millennials and woman and how they engage in philanthropic giving today. In this issue of the magazine, professional wealth advisers, millennial and female philanthropists...
Exploring the role of philanthropy as part of wealth management and the important role of philanthropy of the proffesional advisory sector.
Magazine article
You need a reasonably profound connection with clients in order to better understand their individual interest. Knowing the client’s personal motivation and ideas leads to an improved service by the...