2.5 C
New York
Saturday, December 10, 2022

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 keen about will 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/academic 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.

Be taught extra by visiting www.commonwealth.com

Related Articles

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Latest Articles