• Enhancing Client Conversations: Women, Wealth and Philanthropy with Gillian Howell (Ep. 20)

  • Sep 22 2023
  • Duración: 22 m
  • Podcast

Enhancing Client Conversations: Women, Wealth and Philanthropy with Gillian Howell (Ep. 20)

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  • Resumen

  • Philanthropy can mean many things to different people. In this episode of the Invest In Women Podcast, Gillian Howell of Foundation Source discusses philanthropy, motivations, and how Foundation Source can help high-net-worth clients create their own philanthropic endeavors. In particular, she breaks down what drives women to give, and the ways that can sometimes differ from their male counterparts. She also notes that for advisors who want to offer a holistic approach to wealth management for women clients, philanthropy is an essential part of the conversation.

    Gillian discusses:

    • Philanthropic motivations in women versus men

    •- How to talk to your female clients about philanthropy

    • How philanthropy can pass on values to the next generation
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