November and December is prime giving season, and investors want to talk philanthropy with advisers, says U.S. Trust’s Claire Costello. It’s important for advisers to keep in mind clients want to focus on personal goals, not technical aspects, she says.

[grabpress_video guid=655c585259d0581a930bac7b33e3abe68ac9d575 embed_id=2009767]

Thanks for checking us out. Please take a look at the rest of our videos and articles.

To stay in the loop, bookmark our homepage.

Leave a Reply