They’re looking for a holistic financial plan that takes all of their life goals into consideration.
They want to engage in deeper conversations about their values, passions, and purpose.
They’re looking to you for guidance to fulfill their life goals in a tax-smart and efficient way.
Planning for Year-End Conversations
Eighty-five percent of affluent households gave to charity in 2022.1 Many investors are making their giving decisions now. Advisors can better prepare for these year-end conversations by learning tax-smart strategies for charitable giving. Help your clients find fulfillment in their wealth and build stronger client relationships with charitable planning.
12023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households
After 30+ years of working together, we know how to support your practice so you can focus on what really matters: your clients.
In addition to a dedicated support group for advisors, we offer: