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DTSTART:20180228T203000Z
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LOCATION:University Club: 10th Floor of the Fifth Third Center, 111 Lyon NW, Grand Rapids
UID:1613020180228T203000ZBuilding a Client Generosity Portfolio
DTSTAMP:20260421T175547Z
DESCRIPTION:\nAs 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?\n\n 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.\n \nMembers no charge - Guest $25\n \nEmail westmichiganepc@gmail.com to RSVP.\n
SUMMARY:Building a Client Generosity Portfolio - Western Michigan Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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