The Business Case for Pro Bono Financial Planning

Описание: During this engaging and fun conversation Jon Dauphiné, CEO, Foundation for Financial Planning and Hannah Moore, Founder and Creator of Amplified Planning, share the different ways financial planners can benefit from providing pro bono planning services.

Hannah and Jon highlight some of the findings from their recent survey about pro bono planning while providing some great tips on how to start offering pro bono services. The two also discuss that it's not only the client who gains from pro bono planning services but also the financial planning firm.

To learn more about Zephyr: https://informaconnect.com/zephyr/dem...

To learn more about Foundation for Financial Planning: https://ffpprobono.org/

To learn more about Amplified Planning: https://amplifiedplanning.com/