Advisers should look to engage in philanthropy so their clients do not outgrow their service offering, delegates heard.
Speaking at the Chartered Institute for Securities and Investments (CISI) Financial Planning Conference 2024, The Community Foundation director of development and communication Harbi Jama and Together Charitable Foundation founder trustee Graeme Price spoke to advisers on the importance of engaging their clients in philanthropy. Price explained that philanthropy is not just a deaccumulation vehicle by choice, but a vehicle to "express one's principles and purpose". "It is also a vehicle to aid intergenerational knowledge," he said. "You have to stay relevant, so your clients don't out...
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