Paula Feinberg has found a rewarding and habit-forming way to engage with clients' children: through her financial support of their own charitable activities.

If a client mentions a that child has volunteered for Habitat for Humanity, for example, Feinberg -- who is with Raymond James & Associates in Dallas and has more than $70 million under management -- almost automatically suggests that she herself make a donation in the child's name. "Can I make a gift to their project?" Feinberg asks.

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