U.S. Trust Survey Finds Positive Trends in the Prevalence and Quality of Philanthropic Conversations Between Advisors and Clients
October 17, 2018
TPI’s Senior Partner, Ellen Remmer was quoted in BusinessWire’s news article, U.S. Trust Survey Finds Positive Trends in the Prevalence and Quality of Philanthropic Conversations Between Advisors and Clients.
The article highlights the U.S. Trust Study of the Philanthropic Conversation. In the article, Remmer notes, “The research results indicate that advisors’ understanding of their clients’ philanthropic needs is increasing. However, advisor misperceptions about clients’ motivations and barriers to giving persist. This 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.”