With tax season top-of-mind across the country, there is no better time for hybrid advisors to integrate turnkey charitable giving solutions into their businesses as a means of differentiating themselves, strengthening their client relationships and opening new pathways to bring on additional clients.
By helping advisors understand the benefits these options present and working with them to seamlessly and comprehensively integrate them into their practices and client-facing story, the independent advisory and brokerage firms that support hybrid advisors have a vital role to play in helping them capitalize on this significant opportunity.
Amy Rehn, MSOL, BFA, is senior vice president of Advisory Services at Triad Advisors, an Atlanta-based, hybrid advisor-focused independent advisory and brokerage subsidiary firm of Ladenburg Thalmann. She is also chief operating officer at Triad Hybrid Solutions.