Shows
Beacon FlashBeacon Flash: Charitable Giving and a Personalized Client Experience - A Conversation with Niharika Shah, TIFIN WealthA recent Fidelity Charitable study indicates that advisors who have added charitable giving to their suite of services have experienced 3x growth (approximately 30% more assets) than advisory practices that don’t offer charitable giving.In a recent conversation on the Beacon Flash Podcast, Niharikah Shah, EVP, Chief Growth Officer at TIFIN Wealth told host and managing partner of Beacon Strategies, Chip Kispert, why she believes this is the case. Charitable giving, Shah explained, gives advisors a unique opportunity to provide clients with a more personalized experience. Helping them put together a charitable giving strategy not onl...2023-02-0922 min