An abundance mindset can be a key asset to growing your business. Join our webinar to learn how this perspective on financial planning can help wealth management professionals elevate their business models. Our panelists will discuss how an abundance mindset can strengthen client relationships, attract, and retain top talent, and enhance community presence.
Strengthen client relationships: Advisors who engage clients with charitable planning on average have 20% more growth.1 Explore how integrating philanthropy into client interactions can deepen relationships, foster multi-generational conversations, and boost share of wallet.
Engage workforce and drive growth: 60% of employees say participating in a workplace-giving program brings a greater sense of purpose at work.2 Learn how cultivating an abundance mindset can increase employee motivation and differentiate your business.
Build a sustainable abundance ecosystem: Integrate an abundance-driven approach into your firm’s vision by discovering organizations like the Net Positive Pledge, B-Corp Certification, and Pledge 1%.