As the bigwigs of the philanthropic planning world gear up to gather in Chicago, advisors can get a sneak peek now at the most profound of their insights: clients don't care how much you know about philanthropy.
What clients want, the gurus from Schwab Charitable and other groups are saying, is for their advisors to start talking about charitable giving.
That's it. You don't have to know how to set up a foundation, charitable trust, or donor-advised fund. All you need to do to win fans is open the conversation.