Building a stronger practice through philanthropy – Schwab Charitable – 12.3.19

Summary:

Now On Demand.

GivingTuesday is a great day to learn how to incorporate community involvement and charitable planning into your practice. Join us for an advisor webcast on GivingTuesday, which kicks-off the giving season and falls on December 3 this year. Fred Kaynor from Schwab Charitable and Susan Kay from MFS will share how top advisors in the country are using volunteer events and charitable planning services as ways to connect with high-net-worth clients and simultaneously build a stronger business. By being strategically involved in your community, as well as understanding the basics of philanthropic planning, you open the door for gathering assets in a meaningful way. This webcast will show you:

• Ways to build your brand and differentiate your practice through community involvement
• Strategies for client acquisition events that benefit your community and allow you to connect with ideal prospects in a meaningful setting
• How to engage with multi-generations of a family through philanthropic conversations
• How to incorporate charitable planning into your practice to help clients maximize the impact of their philanthropy

Speakers:

Susan E. Kay is vice president and director of business development at MFS Fund Distributors, Inc. She has been with MFS for more than 26 years.

Susan has more than 33 years of experience in the financial services industry. In her role as a director, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success. She has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five-star experience, how they get referrals effortlessly and how they have created raving fans out of their clients. She has developed an expertise in the Aging of Americans, Generational Reach, and Philanthropic Planning along with Community Involvement as drivers of revenue in your practices.

She is a 17 year member of the National Speakers Association.

Fred brings over 20 years of financial services experience to Schwab Charitable. He was formerly with MasterCard Worldwide where he held senior-level positions in customer marketing, global sponsorships and account management. Prior to that, Fred managed strategic relationships with key global financial institutions and led marketing initiatives with leading sponsorship properties at Visa. He began his career in advertising with Young & Rubicam in New York. Fred is actively involved in volunteer work, including past board service with Children’s Council of San Francisco and United Way of the Bay Area’s Marketing Advisory Council. He is a graduate of Boston College and is a former Coro Foundation fellow.