We are excited to announce that our next webinar will be on how collaborating with peers can be a game-changer when it comes to achieving impact and strengthening your relationships.  During the session, we will be taking a deep dive into how professional advisors can work together to enhance their advisory services and ultimately drive client growth and satisfaction.

Our expert speakers will share practical insights and advice on various collaborative strategies, such as referral partnerships ( research has shown that 70.8% of new clients come from professional advisor referrals), and knowledge sharing. They will highlight the importance of building strong relationships with your peers, explain how these relationships can lead to better outcomes for your clients, and how you can navigate the 23 services needed by your clients on their sustainable impact investing and philanthropic journey.

Whether you are a private client wealth advisor, a financial advisor, an accountant, a lawyer, or any other type of professional advisor, this webinar is a must-attend event for you. You will learn valuable tips and tricks for collaborating effectively with your peers and unlocking the full potential of your advisory services.

Don't miss out on this exciting opportunity to enhance your skills and knowledge as a professional advisor. Register now to secure your spot and join us for a lively and informative discussion!

CHAIR: John Pepin, CEO, Philanthropy Impact 

SPEAKERS:

Andrew Blair, Director of Business Development, Brown Advisory

Arun Kelshiker, Advisory Board, Cambridge Sustainable Investment Partners

Morgan Axinn Catttai, Director of Membership and Development, Philanthropy Impact

CPD   60 minutes (1 hour) self-certified CPD points

Terms and conditions

Prior registration is required. Following registration, registrants will receive an email containing instructions for joining the webinar. Attendees will have the opportunity to ask live questions of the speakers during the web event.

Please note we can only accept credit/debit cards as methods of payment for the web event. Payment must be made by credit/debit card at the time of booking. It is regretted that refunds of purchases of web-events are not permissible, nor are bookings transferable to another participant/registrant name. All bookings are considered binding once the online registration form is submitted and the booking completed.