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How to Be an Effective Pro Bono Advisor

In what ways should your approach vary?

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It’s that time of year when many advisors and firms consider providing pro bono services as a way to give back. Despite these good intentions, advisors often make incorrect assumptions about how to help people with low incomes or in financial distress. It takes a great understanding of their goals, backgrounds, and concerns to avoid having one's attempt at pro bono advice do more harm than good.

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