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The Investments & Wealth Institute Exceptional Advisor podcast series provides financial professionals the latest information on how advisors can better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional. Listeners will enjoy interviews with some of the world's leading financial services experts and practitioners.

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  2. Episode 4 - Philanthropic Advising for the High-Net-Worth Client

Episode 4 - Philanthropic Advising for the High-Net-Worth Client

Sep 26, 2018

Jamie Green, former editor of Investment Advisor and ThinkAdvisor.com, interviews Tim Belber, the founder and principle of The Alchemia Group LLC, on how best to channel your client's charitable intentions.