As an advisor, you want to attract, grow, and retain your clients—or risk losing them when wealth transfers to the next generation. You know that supporting your clients’ philanthropic goals is a great way to build and deepen relationships across generations. But you don’t always know how to have conversations about charitable giving. You worry you might not have all the answers and often feel “out of your element.” What’s even worse, your clients suffer from “delusional altruism.” They hold on to scarcity versus abundance thinking, which prevents them from achieving their philanthropic goals.
Join author Kris Putnam-Walkerly and Dennis Passis, from the Family Wealth Library, for a lunchtime (or late morning) discussion about "Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving."
As part of your registration fee, you will receive a copy of "Delusional Altruism."