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

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.  

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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.