WealthManagement.com: Personality Traits Aren’t the Only Factors That Impact Giving

There are dozens of other variables

As advisors, we spend our time trying to master the Tax Code, as well as sophisticated trusts and investment strategies. But all that technical expertise doesn’t matter if we don’t really know our clients on a personal level.

Read the full article on WealthManagment.com: Personality Traits Aren’t the Only Factors That Impact Giving