Helping your clients pursue goals that are bigger than themselves.
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| | | SPONSORED BY ST. JUDE CHILDREN'S RESEARCH HOSPITAL |
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| Veteran advisor Ken Van Leeuwen and founder of Van Leeuren & Company, said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them.
In this final episode of a 3-part Financial Planning Podcast series with Justin L. Mack, Editor, and sponsored by St. Jude Children’s Research Hospital, Van Leeuwen talks with Financial Planning about helping his clients pursue goals that are bigger than themselves. Van Leeuwen discusses why having a complete picture of a client's life is crucial for charitable planning; why sharing his own story has been so important these discussions; and advice for new planners doing this kind of work for the first time. | | LISTEN TO THE EPISODE |
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