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Put Me In, Coach!

“Our work is very individualized for each client, but many people want to be more strategic, more proactive. We serve as a sounding board, as well as provide information … The coaching role comes into play more when someone wants to go down a distinctive path, developing a strategy with measurable impact.”

- Lisa Philp, JP Morgan Private Bank

Sound like solid and standard advice from a wealth manager? Turns out, Philp is not talking about buying stocks or investing in a start-up. She is talking about philanthropy.

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