26 June 2013

Take 15: Improving Client Service, Increasing Philanthropic Capital (Video)

Posted In: Private Wealth Management

Jim Coutré, a partner at the Philanthropic Initiative, a nonprofit consulting firm, explains why supporting clients in their philanthropy can be a triple win, benefiting the client, the financial adviser’s practice, and society.

This episode of the Take 15 Series was originally released on 15 May 2013.

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Tags: Philanthropy, private wealth, Take 15, Videos

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About the Author(s)

Lauren Foster

Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.