2: The changing role of the advisor and why philanthropy builds loyal clients.
MP3•Thuis aflevering
Manage episode 363463270 series 3476453
Inhoud geleverd door Audioboom and The Good in Local Giving by Kent Community Foundation. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Audioboom and The Good in Local Giving by Kent Community Foundation of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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.
2 afleveringen