Zephyr's Adjusted for Risk: The Business Case for Pro Bono Financial Planning
By Ryan NaumanShareshare
During this engaging and fun conversation Jon Dauphiné, CEO, Foundation for Financial Planning and Hannah Moore, Founder and Creator of Amplified Planning, share the different ways financial
planners can benefit from providing pro bono planning services. Hannah and Jon highlight some of the findings from their recent survey about pro bono planning while providing some great tips on how to start offering pro bono services. The two also discuss that it's not only the client who gains from pro bono planning services but also the financial planning firm.