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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson
Manage episode 516121335 series 1331850
Content provided by Michael Kitces. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into financial planning not only expands impact, but also fuels practice growth.
Zac Larson is the co-founder of IntentGen Financial Partners, a hybrid advisory firm based in Naperville, Illinois, managing $550 million in AUM for 895 households. Listen in as Zac shares how he positions clients as "engaged partners" by focusing not just on net worth but on "net impact," as well as how he uses working conversations about priorities and passions to uncover giving opportunities. You'll learn how IntentGen tracks and publishes the charitable donations it facilitates to build community trust, why the firm built its pod structure to expand advisor capacity, and how its flat-fee-plus-AUM model supports a wide range of engaged clients. Zac also reflects on hosting community fundraising events, offering personal touches like client phone calls, and why building around generosity has been key to attracting aligned clients and creating lasting impact.
For show notes and more visit: https://www.kitces.com/461
464 episodes
Share
Manage episode 516121335 series 1331850
Content provided by Michael Kitces. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into financial planning not only expands impact, but also fuels practice growth.
Zac Larson is the co-founder of IntentGen Financial Partners, a hybrid advisory firm based in Naperville, Illinois, managing $550 million in AUM for 895 households. Listen in as Zac shares how he positions clients as "engaged partners" by focusing not just on net worth but on "net impact," as well as how he uses working conversations about priorities and passions to uncover giving opportunities. You'll learn how IntentGen tracks and publishes the charitable donations it facilitates to build community trust, why the firm built its pod structure to expand advisor capacity, and how its flat-fee-plus-AUM model supports a wide range of engaged clients. Zac also reflects on hosting community fundraising events, offering personal touches like client phone calls, and why building around generosity has been key to attracting aligned clients and creating lasting impact.
For show notes and more visit: https://www.kitces.com/461
464 episodes
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Similar to Financial Advisor Success
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell and the rotating cast of The Hustle. Plus, expert insight on business strategies including marketing, scaling, sales, and overall entrepreneurship.
…
continue reading
The latest business and finance news from around the world, on the BBC.
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1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
2k1k
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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continue reading
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continue reading
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continue reading
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