Gaining Perspective

Charitable giving is triggered by one of five events, when clients have: 1.  Experienced a financial life-changing liquidity or similar event; 2. Had a life-threatening health situation themselves or have a family member who has, and they want to honor them; 3.  Expressed an interest in talking to the next generation about their wealth; 4.  Stated the intention to establish a legacy; or 5.  Volunteered their time or sit on a nonprofit board.

Show Notes

Charitable giving is triggered by one of five events, when clients have:

1.  Experienced a financial life-changing liquidity or similar event;

2. Had a life-threatening health situation themselves or have a family member who has, and they want to honor them;

3.  Expressed an interest in talking to the next generation about their wealth;

4.  Stated the intention to establish a legacy; or

5.  Volunteered their time or sit on a nonprofit board.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.