A Russ Prince study indicated that a disproportionately large percentage of high net worth clients are either somewhat interested or highly interested in learning more about philanthropy from their advisors.  This would be especially true if they knew that personal and family priorities can be funded with tax savings from charitable strategies (which they can). 

Advisors’ success in business is usually directly proportional to their ability to ask and understand what is important to their clients.  Asking really great questions and understanding what motivates clients is a skill that can truly differentiate you from other advisors. 

During this webinar, Dave Holaday will explain why and how advisors can move beyond basic tax, legal and financial issues with 5 Great Questions about matters relating to family and philanthropy.  Asking these questions appropriately can help you to attract and retain more high net worth clients.

About the Presenter:
David W. Holaday, ChFC, CAP has over 25 years experience as a financial consultant. He is the founder and Managing Member of Wealth Design Consultants, LLC, which offers case design, analysis, and presentation services to organizations and individuals that serve high net worth clients. Clients of the firm include lawyers, financial advisors, family offices and charities. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing tax, legal, insurance, and investment advisors. Previously he co-founded and later sold The Wealth Design Center (a technology, training, and consulting firm) to a publicly traded company. Dave also served as Director of Intellectual Property at Renaissance Inc., an Indianapolis-based provider of charitable consulting and trust administration services.