Foundation Seminar to Help Advisors Build Client Trust
New Britain, Conn., August 9, 2016 – Those professionals who advise individuals, couples and families with regard to financial/estate planning and charitable giving are used to a crowded dance floor when it comes to gaining the ear of a client. History shows that a single individual – be it an attorney, financial/tax advisor, estate planner or an advisor with your local community foundation – often emerges as the “go-to” resource for those planning for the future, regardless of how many other advisors might be in the mix.
Gaining the trust of a client seeking to effectively manage personal assets will be the focus of “The Most Trusted Advisor: Tips & Tools” presented by the Community Foundation of Greater New Britain on Wednesday, October 5, 2016 at the New Britain Museum of American Art.
The complimentary seminar, targeted to financial and estate planners, attorneys, tax advisors and anyone with a vested interest in the financial/estate planning and charitable giving mix, will feature three experienced panelists: Donna Roseman David, Vice President and Senior Trust Officer at U.S. Trust in Hartford; Atty. Robert A. Scalise, Jr., Principal with Ericson, Scalise & Mangan, PC of New Britain; and Ann Bova, Senior Philanthropic Advisor with the Community Foundation of Greater New Britain.
“Gaining the trust of a client is key to helping that client achieve his or her financial planning and charitable giving goals and I’m looking forward to sharing strategies with my colleagues,” said Bova. “Achieving such trust is ultimately what makes for a successful financial plan, which benefits all parties.”
The seminar will take place from 8-10 a.m. For further information and reservations, please call (860) 229-6018 or e-mail Kimberly Duncan at firstname.lastname@example.org.
Established in 1941, the Community Foundation of Greater New Britain is “Where Good Begins” in Berlin, New Britain, Plainville and Southington. The Foundation works to inspire philanthropy, manage permanent charitable assets effectively, and partner to address key community issues through strategic leadership. For more information, visit www.cfgnb.org.