Jim Coutré, a partner at The Philanthropic Initiative, a nonprofit consulting firm, explains why supporting clients in their philanthropy can be a triple win, benefiting the client, the financial adviser’s practice, and society.
Jim Coutré, a partner at The Philanthropic Initiative, a nonprofit consulting firm, explains why supporting clients in their philanthropy can be a triple win, benefiting the client, the financial adviser’s practice, and society.
The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.