Paula Feinberg, a Dallas-based financial advisor with Raymond James & Associates who manages more than $70 million in assets, recently invited a client to participate in a golf tournament to raise money for a local hospital that is one of the advisor's favorite charities.
Feinberg says that inviting clients to join her in giving time and money, while doing something fun, "has a lot of ripple effects." Such events "deepen the bond," Feinberg says, even with "a client you thought you knew well.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access