UPCOMING WEBINAR: Integrating Philanthropy into Your Financial Advisory Firm: Strategies for Growth and Impact

March 18, 2025

This educational session explores integrating philanthropic strategies into financial advisory practices, focusing on how advisors can leverage charitable giving to enhance client relationships, attract high-net-worth prospects, and drive business growth. The webinar will examine the intersection of financial planning and philanthropy, providing insights into how advisors can align their practice with meaningful causes while adhering to fiduciary responsibilities.

Learning Objectives:

Analyze the impact of incorporating philanthropic strategies on advisory business growth and client retention
Evaluate methods for identifying and aligning with local causes that resonate with an advisor’s values and business goals
Examine strategies for engaging high-net-worth prospects through socially responsible financial planning approaches
Assess techniques for integrating charitable giving into comprehensive financial plans to enhance client relationships and generate referrals
Explore the role of philanthropy in attracting and retaining top-quality staff in financial advisory firms
Understand the ethical considerations and fiduciary responsibilities when incorporating charitable giving strategies into financial planning

This webinar will provide financial planners with the practical tools and insights to effectively integrate philanthropy into their practice, enhancing their value proposition to clients while contributing to their communities. Participants will gain valuable knowledge on balancing business growth with social impact, aligning client goals with charitable causes, and leveraging philanthropy as a differentiator in the financial advisory landscape.

Register today to secure your spot in this invaluable educational session and build stronger client relationships for your financial advisory firm!

$39 Non-members; $0 Equita Members

This webinar is approved for CFP® and NAPFA CE when attending the live event.

About Derrick Kinney

Derrick Kinney is a best-selling book author, podcast host, and financial advisor known to many as the Advisor to Advisors. He is a sought-after keynote speaker on attracting more high net-worth clients to grow advisory business. Recognized by Forbes as one of the nation’s top financial advisors, Derrick has coached thousands of clients to financial success. His mission is to teach his proven framework to financial advisors so they can build the businesses they’ve always wanted and enjoy more freedom and meaning in their lives.

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