Highlights from the Commonwealth National Conference
Heather Zack The Power of Charitable Planning
Charitable planning is a unique opportunity to grow an advisor’s business, says Heather Zack, JD, LLM, MSFP, CAP®, manager of advanced planning at Commonwealth. Here, she explains how supporting the things people feel passionate about can help advisors can deepen their relationships, with clients, centers of influence and communities, leading to more referrals and an expanded pool of prospects.
Heather Zack https://youtu.be/0gTdTTRjnt4
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This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please consult your firm’s compliance policies prior to moving forward with a new designation/certification program.
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