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Ep. #75 – Harnessing Financial Advisor Philanthropy: A Lucrative Avenue for Attracting Right-Fit Clients with Barron Damon
Philanthropists! That’s where the money is!
In this episode, Referral Coach Bill Cates and Barron Damon, a Certified Philanthropic Coach, dive into the world of strategic financial advisor philanthropy and meaningful giving.
Barron and Bill discuss how financial firms can integrate philanthropy into their brand for a quadruple win:
- Attracting significant assets.
- Benefiting the community.
- Engaging employees, and
- Enhancing the company’s image.
Barron’s insights on the “3 P’s of Philanthropy” and his expertise in creating a strategic plan for their financial advisor philanthropy are truly inspiring.
If you want to elevate your brand through purpose-driven giving, this episode is a must-listen.
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Bill and Barron discuss:
- How Barron went from being a victim of a violent crime to becoming a CEO of a nonprofit organization and a philanthropic coach.
- How to develop a strategy for financial advisor philanthropy using the three Ps: Philosophy, People, and P
- The role of Donor-Advised Funds in strategic giving.
- How financial advisors can better serve philanthropically inclined clients.
- Building employee engagement through community-oriented programs.
- Working with advisory firms and other businesses to enhance their brand and community engagement through strategic giving.
- …And more!
Resources:
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About Our Guest
Barron Damon is a Certified Nonprofit Consultant and Philanthropic Coach with over 20 years of experience working as an Executive for a National Non-Profit Organization. He holds coaching certifications from the Center for Congregational Health, an Associate Coaching Certification (ACC) from the International Coaching Federation (ICF), a Bachelor of Arts Degree in Industrial Psychology from the University of South Carolina, and a Masters Degree in Business Administration from Webster University. Barron also serves on the Board of Directors for the Chamber of Commerce and for the Morrisville Rotary Club, has co-created an award-winning Giving Circle, and helped many communities around the USA create their own Giving Circles.
Connect With Barron Damon:
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
