The Generosity Trust Partners With Financial Advisors

People don’t care about how much you know until they know how much you care about what they care about.  In the world of finance, it sometimes feels like there’s a financial advisor on every corner.  If you’re in a position to be seeking advice from a professional advisor, it can be hard to know where to turn.  What differentiates one advisor from another?  Do you count the number of designations after the name on their business card?  Does it matter to you how many assets they have under management? Would it move the needle if they could rattle off their performance numbers for the last 10 years? 

If you have one, consider the last time you were really grateful for your financial advisor.  Was it because he or she chose a set of investments that killed it for a season and earned you massive returns?  That occasionally happens, and it’s awesome when it does, but my guess is that it’s more likely your memory relates to a time when your advisor listened really well during a stressful conversation or a time when they counseled you toward making a decision with your heart rather than just with your head.   

There’s an old saying, “People don’t care how much you know until they know how much you care.”  A financial advisor friend of mine takes it one step further.  “People don’t care how much you know until they know how much you care about what they care about.”  Boom.  The best financial advisors are intimately acquainted with those things their clients care about.  Proverbs 20:5 says, “The thoughts of a person are like deep water; a person of understanding draws them out.”  It follows then that the thoughts of a client are like deep water, and a strong financial advisor draws them out.  

As strong advisors walk faithfully with their clients, they will inevitably learn what areas of life and what organizations their clients care about most.  At the Generosity Trust, we’re privileged to serve financial advisors and their clients by facilitating their giving and by building bridges of connection to organizations that fit within their story.  Through our actively managed donor-advised funds, trusted financial advisors can maintain management over their clients’ funds while utilizing the simplicity of our grant payment systems, linking arms on complex gift tax strategies, and connecting to an extensive network of nonprofits across the country.  Through research and relationships, we walk alongside generous advisors and clients as they move toward creating the kinds of memories that will last a lifetime.