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As clients increase their knowledge about their options, they expect their advisor to help them create innovative, comprehensive financial plans that take care of their families and friends, minimize taxes and reflect their values.
Many professional advisors work with The Calgary Foundation to equip themselves with tools and resources to talk about a clients social capital.
In this section, we share the reasons why asking the giving question of your clients is so important. Why ask. How to ask. When to ask.
Resources:
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