Episode 18: The Importance of a "Philanthropic Back Office", Growing Your Client Referrals, and Gonzaga Fandom. A Conversation with Ross Rettenmier of SagePoint Financial.

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Looking Forward. Giving Back.

Elena Pullen-Venema

19 episodes

1 week ago

Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.

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Non-Profit

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Episode 18: The Importance of a "Philanthropic Back Office", Growing Your Client Referrals, and Gonzaga Fandom. A Conversation with Ross Rettenmier of SagePoint Financial.

Looking Forward. Giving Back.

32 minutes 42 seconds

3 years ago

Episode 18: The Importance of a "Philanthropic Back Office", Growing Your Client Referrals, and Gonzaga Fandom. A Conversation with Ross Rettenmier of SagePoint Financial.

Many of my listeners have heard me use the phrase "philanthropic back office" when talking about the Community Foundation's relationship with professional advisors. In this episode, meet Ross Rettenmier, the financial advisor who coined that phrase many years ago! Hear about how Ross talks to clients about the benefits of charitable giving as part of overall planning. Learn why he believes these conversations can not only strengthen relationships with current clients, but lead to new referrals too. AND hear about Gonzaga basketball, exciting happenings on the Everett Waterfront, and the joy of grandkids in this latest episode of "Looking Forward. Giving Back."