Updated September 25, 2023, at 3:14 PM
For financial advisors, planning for and putting on charitable events are a fantastic way to build a reputation in your area and engage with your clients and community members. First and foremost, charity events allow your firm to give back to the community and support a good cause. They can also be a source of great public relations and free local media coverage.
Charity events help you to form stronger bonds with clients and potential referrals through an important cause and a shared experience. By showing your clients your passion for philanthropy, you’ll help them get to know you as a person and not just as their advisor.