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    UnavailableImproving Client Service, Increasing Philanthropic Capital: The Financial Adviser’s Role
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    Improving Client Service, Increasing Philanthropic Capital: The Financial Adviser’s Role

    FromEnterprising Investor

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    Currently unavailable

    Improving Client Service, Increasing Philanthropic Capital: The Financial Adviser’s Role

    FromEnterprising Investor

    ratings:
    Length:
    10 minutes
    Released:
    May 15, 2013
    Format:
    Podcast episode

    Description

    Jim Coutré explains why supporting clients in their philanthropy can be a triple win, benefiting the client, the financial adviser’s practice, and society.
    Released:
    May 15, 2013
    Format:
    Podcast episode

    Titles in the series (100)

    Illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks. Download now, listen later and reflect at length.