On Philanthropy, Here’s What Clients Want (and Don’t Get) From Advisors
October 12, 2018
TPI’s Senior Partner, Ellen Remmer was quoted in ThinkAdvisor’s article, On Philanthropy, Here’s What Clients Want (and Don’t Get) From Advisors.
The article highlights the U.S. Trust Study of the Philanthropic Conversation. In referring to advisor misperceptions about clients’ motivations and barriers to giving, Remmer notes these “may result in missed opportunities — for clients who may not be receiving the support they seek and for advisors who may be less able to deepen and retain client relationships.”