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CHANGING TIMES: A commercial opportunity not to be missed by professional advisers – providing philanthropy and social investment advice
30 May 2018
Magazine
Exploring the role of philanthropy as part of wealth management and the important role of philanthropy of the proffesional advisory sector.
Turning the conversation upside down: start listening to bring purpose to the client relationship
30 May 2018
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...
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2018
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May 30, 2018
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