Creating Impact Through Purpose-Driven Guidance

Financial advisors are in a unique position to help change lives, give people hope and financial clarity, and impact the communities in which they work and live. Humanity thrives when people make the most of all they have been given. But how can advisors be an integral part of helping clients live purposeful lives?

Attend this session for a discussion about how an advisor relationship can facilitate a client’s purpose beyond money while maximizing impact on their communities. We will discuss best practices for running a business as a force for good and advising clients on how to experience fulfillment through meaningful contributions with a socially conscious mindset.

Learning Objectives:

1. Help clients identify and fulfill their purpose and maximize their money to have a positive impact for years to come
2. Understand how other advisors are driving business growth while also making a positive impact on the welfare of their community and society
3. Learn how to evaluate volunteer and charitable opportunities to best align with your business goals and personal values

This session is sponsored by Thrivent Advisor Network.