It is the utilization of all resources, tangible and intangible, that your clients can bring to bear in the process of actualizing their own philanthropic instincts.
Life 3.0 (formerly known only as retirement) is a time to assess all we have and all we are, and to ask, how should I invest myself going forward? Philanthropy discussions need not be limited to material generosity but can and should expand to using our compounded knowledge, networks, and discoveries of our lifetime of learning, along with our material resources, to bring needed improvements to the world around us. “How we invest your money” is a small matter when put alongside “How will you invest all you know and are capable of going forward?”
Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.