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randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. |
ignorance is not bliss. ignorance causes problems.
by randy a. fox
the holistic guide to wealth management
after interviewing several thousand high-net-worth families, the u.s. trust study of the philanthropic conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.
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think about that for a second. one-third of affluent families would switch to a new advisor if that individual was more adept than their current advisor at helping them give their money away. it has nothing to do with investment returns, asset allocation or finding hot alternative investments. it has to do with understanding the client’s values and seeing the whole picture.
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