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High Net Worth Unhappy with Advisors’ Philanthropy Chats

Saturday, Oct 19 2013
Practice Management
Written by  PFA News

Only 41% of respondents in a recent survey by U.S. Trust and The Philanthropic Initiative said they are happy with the quality of conversations they’ve had with their advisors about philanthropy. So reports ThinkAdvisor.

The study also showed that most advisors start such conversations by discussing tax implications rather than by assessing clients’ goals for giving.

Read the full article from ThinkAdvisor.

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