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Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!
Philanthropy
Streaming Income - Social Impact: Changing Lives with Coffee
This piece is approved to use with clients.
On this special episode, we hear from Cemal Ezel, CEO & Founder of Change Please, a U.K. social enterprise that employs and trains members of the homeless community to become coffee baristas, and ultimately helps them to rebuild their lives.
Client Relationships
Advisor2Advisor: William Schiffman & Jason Ray
Advisors William Schiffman & Jason Ray talk about what they are hearing from clients in this quick 2-minute interview.