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Wealth Advisors & Their Role in HNWI Philanthropic Giving
MP3•Laman utama episod
Manage episode 152898768 series 1074501
Kandungan disediakan oleh CAF America. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh CAF America atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Wealth Advisors & Their Role in HNWI Philanthropic Giving Why Talking About Philanthropy is a Smart Business Decision Ted Hart, CEO of CAF America, discusses the launch of CAF America's wealth advisory services with Eileen Wilhem, Director of Philanthropy who is joined by our guestDavid Ratcliffe, a Managing Director and the National Philanthropic Solutions sales executive for U.S. Trust, Bank of America Private Wealth Management. As experts in the field of philanthropic engagement and wealth management, Eileen and David highlight various topics and trends relevant to high net worth individuals while analyzing The U.S. Trust Study of the Philanthropic Conversation and they explore how this information can prove to be a valuable tool in building and strengthening client relationships. The show explores: The role of wealth advisors in philanthropyHow wealth advisors can support the philanthropic goals of their clientsEducating high net worth individuals on giving to their country of originThe challenges of discussing philanthropy with clients
…
continue reading
69 episod
MP3•Laman utama episod
Manage episode 152898768 series 1074501
Kandungan disediakan oleh CAF America. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh CAF America atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Wealth Advisors & Their Role in HNWI Philanthropic Giving Why Talking About Philanthropy is a Smart Business Decision Ted Hart, CEO of CAF America, discusses the launch of CAF America's wealth advisory services with Eileen Wilhem, Director of Philanthropy who is joined by our guestDavid Ratcliffe, a Managing Director and the National Philanthropic Solutions sales executive for U.S. Trust, Bank of America Private Wealth Management. As experts in the field of philanthropic engagement and wealth management, Eileen and David highlight various topics and trends relevant to high net worth individuals while analyzing The U.S. Trust Study of the Philanthropic Conversation and they explore how this information can prove to be a valuable tool in building and strengthening client relationships. The show explores: The role of wealth advisors in philanthropyHow wealth advisors can support the philanthropic goals of their clientsEducating high net worth individuals on giving to their country of originThe challenges of discussing philanthropy with clients
…
continue reading
69 episod
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