We teach advisors through our School of Transformational Philanthropy how to discover what matters most to their clients, so they can help their clients to discover and achieve their vision. For the advisor, this builds greater client loyalty as they:
-
•Develop deeper client relationships;
-
•Retain current clients and are introduced to new clients;
• Develop new clients with whom they will have strong relationships.
Also,YLF can be the catalyst that connects advisors to the non-profit community.
YLF training and consulting helps advisors build deeper client relationships,and, where appropriate, to use philanthropy as part of the comprehensive planning that will fulfill the clients’ passions.
Training resources
We provide training directly, as well as in conjunction with (or by providing scholarships to) other organizations.
