As a Holistic Philanthropy Adviser with over 25 years' experience in the philanthropy sector, I help companies offer a value-added service and gain a competitive edge. I equip advisers with the language, tools and confidence that deepen client loyalty, attract new business and build lasting purpose-led relationships.
As expectations evolve, clients increasingly seek advice that helps them use their wealth in ways that reflect their values, long-term goals and identity. This creates new opportunities for advisers who can meet this demand.
With trillions in assets about to change hands, firms that act now will lead in client trust, retention and growth.
I deliver three concise workshops, offered individually or combined, to enable firms to respond with clarity and turn intent into action:
I build an external ecosystem of experts for companies, giving their clients access to support in financial literacy, governance, mentoring the rising generation, managing family businesses, and philanthropy strategy.
The firms that act now will set the standard for the next generation of client relationships.
Embedding purpose into your service isn’t a nice-to-have. It’s your edge in a changing market.
TESTMONIAL
"Juliet’s knowledge of philanthropy and its potential impact on the client/adviser relationship is second to none. She’s built a strong network of connections which makes her ideally placed to help firms connect with clients who have philanthropic objectives. Juliet is really at the vanguard of the movement to make philanthropic discussions central to the client/adviser relationship." CEO, Wealth Management
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