SEATTLE - Financial advisors underestimate their clients interests in philanthropy, and consequently miss out on opportunities to tap into those passions and expand those relationships.
To some of our clients, this is what its all about, said Bill Sutton, Jr., head of philanthropic services at UBS Financial services, after playing a commercial from Operation Smile at the IMCA annual conference. This is what their kids care about, this is what their grandkids care about.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access