Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYour Money, Your Legacy: Council for Economic Education Board Chair on what drives investment decisionsImpact investing is important to many people, and helping clients support their social and philanthropic passions can be more involved than just simplifying taxes.
It pays to have a deeper understanding of motivations, what drives investment decisions, and the legacy clients hope to leave behind.
In this session, we'll look at how FAs can better understand how and why clients support causes, and the best ways to help them achieve success in a financially prudent way.
Organizations:
Economic Education