A Triple Win for Professional Advisors

CFA Institute
Wednesday, June 26, 2013

Jim Coutre speaks with Lauren Foster, a content director at CFA Institute, about why supporting clients in their philanthropy can be a triple win for professional advisors. Such conversations often benefit the client, the financial advisor’s practice, and society. View Jim’s interview with Lauren below and visit CFA Institute’s Take 15 Series to see more short interviews with leading practitioners on timely topics focused around the investment profession.