Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients.

But that can only happen if they know about a firm’s charitable work, so don’t be shy about publicizing it.

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

Don't have an account? Register for Free Unlimited Access