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Charitable planning is a novel alternative to develop an advisor’s enterprise, says Heather Zack, JD, LLM, MSFP, CAP®, supervisor of superior planning at Commonwealth. Right here, she explains how supporting the issues individuals really feel obsessed with may also help advisors can deepen their relationships, with shoppers, facilities of affect and communities, resulting in extra referrals and an expanded pool of prospects.
This materials is meant for informational/academic functions solely and shouldn’t be construed as funding recommendation, a solicitation, or a suggestion to purchase or promote any safety or funding product.
Please seek the advice of your agency’s compliance insurance policies previous to shifting ahead with a brand new designation/certification program.
Be taught extra by visiting www.commonwealth.com
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