Amid predicted tax hikes and anticipated market volatility, with 98 percent of high-net-worth households and 85 percent of all households making annual charitable contributions, charitable planning remains a largely untapped opportunity for financial advisors. Recent studies show that only half of all advisors are proactively offering charitable planning advice. Yet, those who do offer this advice consider it an important …

Planners of every persuasion are always looking for the new and interesting conversation to have with their best clients and strategic partners. This is called business development, and the differentiation point between the consultant and the salesperson is this: the consultant wants the conversation that fits the situation to lead to business development as opposed to the conversation built around …