Purposeful Planning Podcast

Building a Collaborative Team

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How advisors work together to support clients’ philanthropic interests. 

Talking Points: 

  • What are your roles at your firms and at what point do they intersect? 
  • What types of clients do you work with and how do you support them in their giving?
  • What has been important to creating these successful collaborations?
  • What are the hallmarks of philanthropy at scale?
    • ...more
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    Purposeful Planning PodcastBy Purposeful Planning Institute
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