Thursday, April 23, 2015

Philanthropist by Design | Planned Giving Design Center

Philanthropist by Design | Planned Giving Design Center: "Rod:    What we focus on is helping advisors do a lot better with communication and building relationships with the clients and then helping the clients prepare their kids for what they’re going to get which helps keep the family together.  That doesn’t happen without good communication, so that’s a key point for all of it."



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