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