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Charitable planning is a unique opportunity to grow an advisor’s business, says Heather Zack, JD, LLM, MSFP, CAP®, manager of advanced planning at Commonwealth. Here, she explains how supporting the things people feel passionate about can help advisors can deepen their relationships, with clients, centers of influence and communities, leading to more referrals and an expanded pool of prospects.
This material is intended for informational/educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product.
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