Professional Advisors: Door or Window? RECORDING

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Professional Advisors: Door or Window?
Presenter: Glenn Stewardson, CFP, The Donor Motivation Program®

Charities are worried that a prospective donor's financial advisor will shut the door on gift conversations. In truth, financial advisors provide a window into the donor's motivations and the best way for the donor to make their gift. Assante advisor Glenn Stewardson will share how charity personnel can earn trust and work effectively with financial advisors by understanding their professional concerns and their role in protecting their client's / donor's interests.

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Unless otherwise noted, prices for webinars are: CAGP Members: $35 (no tax) Non-Members: $50 (no tax)
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