Clients want to give back — here's how advisors can help them do philanthropy right

Financial Planning
24/05/2023 21 min
Clients want to give back — here's how advisors can help them do philanthropy right

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Episode Synopsis

Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them.

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