Most Recent - Impact Strategies
Impact Strategies
A profile of women in wealth management
March 06, 2023
We spoke with highly accomplished wealth managers to learn about how giving, philanthropy & their own experiences inform their work. Women are set to control $93 trillion in wealth globally and reach almost 40% of all wealth in North America by 2023. Yet when it comes to gaining insight about investing and money management from […]
Impact Strategies
Why you should chat charity with clients
August 27, 2021
Establish your position as a charitable advisor while building connections with your clients. Understanding your clients’ giving can help you better understand their financial priorities. And empowering them to give more cost-effectively can actually help you optimize your business. Does that sound lofty? Let me explain. Benefits for clients By starting the conversation, you can […]