Springboard to Stronger Client Relationships: Use tax reform to start the conversation about charitable giving.

Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. With philanthropy increasingly becoming a core aspect of our value system, advisors who tackle the challenges of an ever-changing Tax Code head on to help clients integrate their philanthropic goals into their financial plans can seize a unique opportunity to create a higher level of engagement and improve the client experience. Incorporating personal values into goals-based wealth management to help clients experience a greater sense of purpose through their financial capital can reap rewards for financial advisors and clients alike. [ABSTRACT FROM AUTHOR]