Top Advisor Podcast

Episode #75 Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Special Guest, Barron Damon

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Philanthropists!  That’s where the money is!

In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic Coach, dive into the world of strategic financial advisor philanthropy and meaningful giving. 

Barron and Bill discuss how financial firms can integrate philanthropy into their brand for a quadruple win:

  1. Attracting significant assets.
  2. Benefiting the community.
  3. Engaging employees, and
  4. Enhancing the company’s image. 

    5. Barron’s insights on the “3 P’s of Philanthropy” and his expertise in creating a strategic plan for their financial advisor philanthropy are truly inspiring.

    If you want to elevate your brand through purpose-driven giving, this episode is a must-listen.

    Bill and Barron discuss: 

    • How Barron went from being a victim of a violent crime to becoming a CEO of a nonprofit organization and a philanthropic coach.  
    • How to develop a strategy for financial advisor philanthropy using the three Ps: Philosophy, People, and Process.
    • The role of Donor-Advised Funds in strategic giving.
    • How financial advisors can better serve philanthropically inclined clients.
    • Building employee engagement through community-oriented programs.
    • Working with advisory firms and other businesses to enhance their brand and community engagement through strategic giving.
    • …And more!

      • Resources: 

      • RapidFire Referrals
      • Get a copy of “The Language of Referrals”
      • Get a copy of “Radical Relevance”
      • Ep. #13 – Using Philanthropic Leadership to Grow Your Business and Serve Your Community with Jeff Chaddock, CRPC®, APMA®

        • Connect With Bill Cates:

        • [email protected]
        • Referral Coach Homepage
        • Hire Bill for Coaching
        • Enroll in The Cates Academy

          • Connect With Barron Damon:

          • LinkedIn: Barron Damon
          • Website: Barron Damon
          • Articles: Barron J. Damon
          • The BK Damon Foundation
          • [email protected] 

            • About Barron Damon:

            Barron Damon is a Certified Nonprofit Consultant and Philanthropic Coach with over 20 years of experience working as an Executive for a National Non-Profit Organization. He holds coaching certifications from the Center for Congregational Health, an Associate Coaching Certification (ACC) from the International Coaching Federation (ICF), a Bachelor of Arts Degree in Industrial Psychology from the University of South Carolina, and a Masters Degree in Business Administration from Webster University. Barron also serves on the Board of Directors for the Chamber of Commerce and for the Morrisville Rotary Club, has co-created an award-winning Giving Circle, and helped many communities around the USA create their own Giving Circles.

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