Part 2 – Building Relationships with Finance and Planning Professionals
Presenter: Andy Shermoen, First Vice President, RBC Wealth Management, Tearse-Shermoen Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC
Original Presentation: November 2017
Cultivating relationships with financial and planning professionals is a critical skill for nonprofit leaders who want to advance planned giving efforts for their nonprofit. Yet, fundraisers who aren’t always sure where to begin or how to continue the conversation. Join RBC Wealth Management Vice President and Grand Rapids Area Community Leader Andy Shermoen to learn more about how you can develop enduring relationships with charity-minded professionals in your community that will help expand your nonprofit’s universe of support.