Greater St. Louis Financial Symposium 2019

YouthBridge was a proud sponsor of the Greater St. Louis Financial Symposium on April 25, 2019. The conference brought together a quality mix of financial professionals who shared “too many good ideas to list”. Michael Howard received great reviews for his breakout session on Philanthropy Planning 101 – Good for your Client, Good for your Practice. If you were unable to attend, here are a few key points:

  • The benefit of wealth lies into converting it into something the client values.
  • 78% of advisors believe that discussing charitable giving with clients is good for business.
  • 71% of advisors consider discussing philanthropy as “important” part of building relationships with extended family
  • 1/3 of clients believe philanthropic conversations are important and should begin at first meeting

Read more about How to Talk Giving with Clients or schedule a meeting to discuss offering philanthropy planning to your clients.

Pictured: Cindy Blake