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Improving Client Service, Increasing Philanthropic Capital: The Financial Adviser’s Role
In episode #203, Jim Coutré explains why supporting clients in their philanthropy can be a triple win, benefiting the client, the financial adviser’s practice, and society.
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By CFA Institute
4.4
9191 ratings
In episode #203, Jim Coutré explains why supporting clients in their philanthropy can be a triple win, benefiting the client, the financial adviser’s practice, and society.
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