Recorded Webinar
Pro Bono Practice: Purpose and Profit
Presenter
Dr. Naomi Win is a psychologist and behavioral finance analyst with Orion. Her work draws on clinical practice and current research to bridge advisor expertise and client behavior in a working alliance.
Presentation
Description
Today, many individuals lack access to high-quality and ethical financial advice and guidance. Foundation for Financial Planning (FFP) aims to bridge this gap by expanding access to pro bono financial planning and connecting CFP® professional volunteers to people in need. While the benefits of pro bono services are obvious for pro bono clients, it is not so evident for financial professionals and firms. In this webinar, Orion’s Behavioral Finance Analyst, Dr. Naomi Win, will examine the value of pro bono work in terms of both profit and purpose, exploring how it simultaneously expands professional competencies and elevates a tradition of providing critical services.
Learning Objectives
- Examine how pro bono service updates financial planning skills, catalyzes fulfillment, and enhances well-being.
- Gain insight into the strategic advantages that pro bono offers, to reignite purpose in a profit-driven culture.
- Discover an easy path to capitalizing on the value of pro bono services, and sharpening competitive advantage in recruiting the brightest, new talent.
Both Orion and Fidelity are FFP “Corporate 100 Club” members, counted among our circle of top corporate supporters. We thank Orion for supporting Dr. Win’s work on pro bono issues, as seen in this webinar; and we thank Fidelity for sponsoring this webinar series.
This webinar is sponsored by Fidelity Investments
