Annual WMPGG Meeting
and
“It’s Time to Draw the Line”
Moving From Solution-Focused to Value-Based Discussions
presented by
Todd Fithian
Managing Partner, The Legacy Companies
AGENDA
8:30 AM – Annual Meeting
9:00 AM – Presentation
Members: $25 | Guests: $35
It’s “Time to Draw the Line” takes aim at the fact that we have been solutions-focused in how we engage and provide advice to clients/donors. The Study on the Philanthropic Conversation with HNW client’s points this out loud and clear, stating “HNW clients are seeking more values-based discussions with advisors about their philanthropy”.
This presentation will show you how to separate conversations with clients/donors into two distinct realms we call Above and Below the Line Conversations. Whereas Below the Line Conversations focus on solutions, Above the Line Conversations focus on what a client/donor wants to achieve and why. When you are the one who helps the client/donor clarify what they want and why through Above the Line Discovery, you dramatically increase your opportunity to help solve it.
Please RSVP by clicking on green “Tickets” button above.
Program Sponsor
