We can all agree that it’s important to give back to your community. Financial services executives tell us why the individuals and firms in this industry are poised to help.
Grant Blindbury, a partner at FMB Wealth Management in Westlake Village, Calif., is grateful for the attention Big Brothers Big Sisters of Ventura County (BBSVC) received when he was honored as a finalist for the Invest in Others Awards in 2011.
“The exposure and recognition I received personally from the IIO event provided me platforms to share my story that would have never been afforded to me otherwise. My personal story has been my most powerful tool in attracting resources for Big Brothers Big Sisters,” he explained.
Here’s the scenario: you’re doing great things at your company, making dreams come true for your clients, giving the best advice and service you can. Your clients thrive, so you and your business thrive. But sometimes you wonder: what about reaching the demographic that needs your help the most? In our industry, we tend to meet savers when they’re nearing – or already are at – the top of the game of life. Like most of us, you know you have the tools to help, but you just don’t know where to start. If you’re thinking about a corporate philanthropy program at your company, luckily, some of the best ways to give back in your professional life are actually right in front of you:
One of the easiest and most direct ways for advisors to give back to their communities is to provide pro bono financial planning services, and the Foundation for Financial Planning is set up to help them do exactly that.
“We are the only non-profit whose sole mission is to connect the financial planner to people in crisis or need,” said Foundation director Jon Dauphiné.
The organization enables advisors to provide free advice to groups such as wounded vets, active military service people, domestic violence survivors, people with serious medical diagnoses, and those with low incomes.
As a finalist for the 2011 Volunteer of the Year Award, Mary Bersot genuinely believes in the power of many. “I am only one of many working to support MedShare International,” Mary explained. “There are thousands of volunteers and staff behind the scenes that have made it possible.”