Peak Pro Financial & Insurance Marketing

Your HNW clients WANT to talk about philanthropy. They're just waiting for YOU to bring it up. 🔥

75% say they'd rather work with an advisor who gets charitable giving. $12 TRILLION is headed to charity over the next two decades.

And yet — half of advisors are still sitting on the sidelines, too uncomfortable to have the conversation.

That's not a knowledge gap. That's a revenue gap. 💸

Stop leaving it on the table. Check out this from Two Hawks Family Office Services' own Randy Fox. 👇

Why Advisors Still Struggle With Philanthropy Talks Advisors say philanthropy matters, but less than half discuss it regularly with high-net-worth clients, new research shows

🕑 BLOCK YOUR SCHEDULE!

MARKET TRENDS WEBINAR with Patrick Waters
Wednesday, June 17th at 12 pm MT / 2 pm ET

>> Lock in your spot now:
https://na2.hubs.ly/H05TWRd0

Double the birthday, double the fun! 🎈🎈

Sending a HUGE happy birthday to Nick and Theresa! You both deserve all the cake, all the confetti, and all the good vibes. 🎂

Celebrate big! 🙌

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🇺🇸 This weekend, we at Peak Pro remember and honor those who made the ultimate sacrifice for our country. We thank you for your service.