Saturday, December 10, 2022
HomeWealth ManagementHeather Zack on the Energy of Charitable Planning

Heather Zack on the Energy of Charitable Planning

Sponsored by

Commonwealth Financial Network

Charitable planning is a singular alternative to develop an advisor’s enterprise, says Heather Zack, JD, LLM, MSFP, CAP®, supervisor of superior planning at Commonwealth. Right here, she explains how supporting the issues individuals really feel obsessed with might help advisors can deepen their relationships, with shoppers, facilities of affect and communities, resulting in extra referrals and an expanded pool of prospects.

This materials is meant for informational/instructional functions solely and shouldn’t be construed as funding recommendation, a solicitation, or a advice to purchase or promote any safety or funding product.

Please seek the advice of your agency’s compliance insurance policies previous to transferring ahead with a brand new designation/certification program.

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