Building a Collaborative Team
Update: 2025-01-13
Description
How advisors work together to support clients’ philanthropic interests.
Talking Points:
- What are your roles at your firms and at what point do they intersect?
- What types of clients do you work with and how do you support them in their giving?
- What has been important to creating these successful collaborations?
- What are the hallmarks of philanthropy at scale?
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