As an advisor, you want to attract, grow, and retain your clients—or risk losing them when wealth transfers to the next generation. You know that supporting your clients’ philanthropic goals is a great way to build and deepen relationships across generations. But you don’t always know how to have conversations about charitable giving. You worry you might not have all the answers and often feel “out of your element.” What’s even worse, your clients suffer from “delusional altruism.” They hold on to scarcity versus abundance thinking, which prevents them from achieving their philanthropic goals.

Join Kris Putnam-Walkerly and Dennis Passis for a lunchtime (or late morning, depending on where you are in the country) discussion about Delusional Altruism: Why Philanthropists Fail To Achieve Change and What They Can Do To Transform Giving.

During the hour-long conversation Kris and Dennis may discuss:

  • What delusional altruism is;
  • The top five philanthropy mistakes your clients make;
  • How you might be inadvertently contributing to those mistakes; and
  • Practical steps you can take to grow your business across generations.

There also will be time for questions and a lively discussion with participants. The above is simply an outline from which we can stray should you want to learn more about one of the subtopics.

To join us on December 3 at 1:00 ET, please click here. The fee to join us is $30. As part of your registration fee, you will receive a copy of the book, Delusional Altruism, which we will send to you ahead of the discussion.

We hope to see you then!

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