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.

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