Building a Client Generosity Portfolio
As every experienced, professional advisor knows well, there are several factors that contribute to one’s successful building and growing of an active client portfolio – but what is a client generosity portfolio? Why might I or my firm care about or find value in the topic of client giving? How does one build a client generosity portfolio as an important element of practice and services distinction, as well as client, and nextgen loyalty?
We invite you to attend this hour-long experience, facilitated by Colleen Mitchell, founder of VENTURE3Philanthropy LLC. Come join us; be informed, engaged, and receive trusted tips from the discussion that can be used to enhance your own client generosity portfolio management.
Members no charge - Guest $25
Email westmichiganepc@gmail.com to RSVP.
