Collaborating with Advisors to the "Self-Made": A Fundraiser's Next Frontier (Summer 2013)
If you're a member or have purchased this Article Reprints in the past, Log in to access it.
Regular price $13.95
Financial advisors are a great doorway for approaching self-made businesspeople for gifts. But what kind of message are you leading with? by Phil Cubeta, CLU, ChFC, MSFS, CAP