| The Advisors Project is a pro bono effort
of Chasen &
Associates, P.A. The purposes of The Advisors Project
are:
- To identify those advisor practices which
are shown to be most effective in working
with clients in ways that increase both philanthropic
contribution and client satisfaction
in that effort;
- To encourage and develop a cadre of professional advisors
aware of those practices, and skilled, comfortable, and
proficient in implementing them; and
- To nurture and support
those advisors to expand the scope, depth,
reach, effectiveness, and satisfaction of their work in
this field.
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