Episode #75 Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Special Guest, Barron Damon

Philanthropists!  That’s where the money is! In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic Coach, dive into the world of strategic financial advisor philanthropy and meaningful giving.  Barron and Bill discuss how financial firms can integrate philanthropy into their brand for a quadruple win: Attracting significant assets. Benefiting the community. … Continue reading Episode #75 Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Special Guest, Barron Damon →