Jon Dauphine - The Case for Pro Bono Financial Planning

Standard Deviations with Dr. Daniel Crosby

Το περιεχόμενο παρέχεται από το Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

3M ago 42:26

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Tune in to hear:

- With all of the possibilities out there, why has Jon landed on his current path and why does he think that pro bono work is so vital?

- Jon’s organization just completed a very comprehensive study on pro bono financial planning. Were there any results that really stood out or surprised him?

- What did Jon’s research unearth about the moral case for doing financial planning?

- What case can be made for doing pro bono financial planning from a business perspective?

- What accounts for the delta between how many advisors want to do this work and how few firms are offering it?

- What professional development opportunities does pro bono work open your firm up to?

- From a behavioral perspective, how do we ensure that pro bono clients have skin in the game and are proactive about changing their financial circumstances?

- Can pro bono financial planning begin to chip away at the racial wealth gap?

- If listeners are excited by the prospect of getting involved with the pro bono movement but their firm doesn’t currently support this path, what is the best way for them to get started?

www.ffpprobono.org

Compliance Code: 0124-OAS-1/17/2024

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Jon Dauphine - The Case for Pro Bono Financial Planning

Standard Deviations with Dr. Daniel Crosby

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