

Beyond the Numbers: Fostering and Maintaining Client Relationships through Philanthropy
Are you looking to take your client relationships to the next level? Through a partnership with the Community Foundation, you can enhance your role as an advisor and grow a…
Michelle Jackson’s Legacy of Philanthropy
The core of financial planning is preparing for the future. While that includes making a plan and sticking to it, it also means responding to changes — and that’s why,…
Time Management for the Holiday Hustle
The holiday season: a whirlwind of parties, endless to-do lists and everyone needing everything yesterday. If you’re drowning in deadlines, here are five quick time management tips to help you…
The Gift of Generosity
While clients are busy wrapping presents, baking treats and making plans to celebrate with loved ones, the holiday season is also an ideal time to discuss another form of connection:…
Philanthropy in Focus: Identifying Your Charitably-Minded Clients
Recognizing charitably-minded clients is a key skill for advisors who want to go beyond traditional financial planning to help their clients make a more meaningful impact. By identifying clients who…
Let’s Talk Giving: How to Start Charitable Conversations with Your Clients
Talking about giving doesn’t have to be complicated or intimidating. In fact, it’s one of the best ways to connect with your clients on a personal level and help them…
The Heart of Legacy Planning
Legacy planning isn’t just about transferring wealth — it’s about passing down what matters most: one’s values, passions and desire to make a difference. Many people want their lives to…
Connecting Wealth with Purpose
The Professional Advisors Network through the Community Foundation for Northeast Georgia is a bridge builder for philanthropists and worthy causes. Whether a financial advisor, estate attorney, CPA or other professional,…
From Whimsy to Legacy: Applying Love Does in Your Professional Practice
If you're looking for a book that flips the traditional idea of love on its head, Love Does by Bob Goff is a must-read. It's a lighthearted, engaging read with…