Online Vancouver Island: Working with Clients and Charities to Protect and Expand Your Business

Keith Thompson, Donor Motivation Program
Do you want to learn how to initiate the topic of charitable giving in such a way that your clients will welcome the conversation? In this session, Keith will share philanthropic techniques to build a ‘competitive moat’ around your financial planning business – and generate more referrals! Learn how you can attract and retain high net worth clients through the ‘philanthropic conversation’ and deepen the relationships with your clients. This session will provide you with the tools on how you can be an invaluable resource and consulting party to charities and their donors.