Interview with a Wealth Manager: How to Provide Value - Recording

**Please note that due to technical difficulties, the first 10 minutes is missing from the recording. We apologize for the inconvenience.

Successful wealth advisors work with clients for years to help them manage and build their wealth. However, at some point in time, many of these high net worth clients decide to give back – to realize their philanthropic dreams. What factors compel them to give? What issues (personal, family, corporate) must they address? What strategies are they considering? What is the role of the wealth manager during this process? All of these points and more will be discussed during DeWayne Osborn’s interview with Jamie Townsend – Wealth Manager with Lawton Partners. If you are a financial advisor withhigh net worth clientele, or a charity looking to attract significant donations for your organization, this is a must attend session!!!

 

Presented by: Jamie Townsend and DeWayne Osborn
Originally Broadcast on February 26, 2014

 

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