eBook - How to Talk About Giving


Your clients want to secure a future for themselves and their families — and they also want to help others. If giving is so important, why don’t more financial advisors discuss it with their clients? Perhaps advisors are concerned about not having enough assets for the clients themselves, or they are avoiding the awkwardness of the giving conversation.

Our eBook, “How to Talk to Your Clients About Giving,” gives you the tools you need to discuss this vital topic.

  • Why advisors should be excited about giving
  • Easy ways to start the conversation
  • How to discuss giving with different types of clients

The eBook also introduces you to WaterStone’s unique, Kingdom-focused approach to client management, and how we can better equip you to serve your clients.

Complete the form below to download your copy of "How to Talk About Giving" today.