After marrying into a family of doctors and founding a physician-focused financial practice, I had the opportunity to work day in and day out with dedicated, selfless caregivers. Witnessing their generosity, I was posed with a nagging question: Am I taking more than I am giving?
The journey to answer this question reframed my practice’s mission, inspired the creation of a 501(c)(3) nonprofit and convinced me that charitable giving can be a powerful driving force behind our professional goals as advisors. As your business succeeds, ask yourself who succeeds with it. By creating strong charitable initiatives within our organizations, we can transform the impact of our professional achievements.
My mission to give back developed into the nonprofit organization Give Sight Global, a charity that sponsors eyeglasses and cataract surgeries all over the world. After volunteering with the University of Utah Moran Eye Center Outreach in Tanzania and the Navajo Nation alongside a client, I learned about the tragic effects of lack of vision care, which led to more than 1 billion cases of curable blindness worldwide.
Initially, my business partner and I founded Give Sight Global as a charity to donate a portion of our business profits to provide vision care to those who live in underserved areas. As the cause generated more and more interest from our business community, we decided to expand our network of supporters and donors by developing the Give Sight wellness app.
Paper Or Online? Retirement Plan Participants Can’t Decide
LIMRA’s Realignment Requires Layoffs To Meet 5-Year Plan Goals
Advisor News
- Retaining clients by giving them a memorable experience
- Addressing the longevity paradox
- Employers shift focus from retirement access to financial outcomes
- Helping widowed clients navigate their new financial reality
- Navigating client communication in a digital age
More Advisor NewsAnnuity News
- Farm Bureau P&C insurers post first underwriting gain since 2021
- Legacy Marketing, Malibu Life launch two fixed indexed annuities
- Changing client priorities are reshaping annuity conversations
- Solen Software acquires annuity software provider Cooperative Technologies
- MassMutual Expands Lending Options With New Secured Credit Line
More Annuity NewsHealth/Employee Benefits News
- Researchers at University of South Florida Release New Data on Managed Care (Graduate medical education funding and hospital quality: A longitudinal analysis of 881 teaching hospitals): Managed Care
- Researchers at Oregon Health & Science University (OHSU) Release New Data on Managed Care (Postpartum contraceptive use among Medicaid beneficiaries following Idaho’s abortion ban): Managed Care
- State of health care, part 3
- MOAA's TRICARE Guide: Transitioning Into Military Retirement
- High health costs squeeze workers, even if you have good insurance through a job
More Health/Employee Benefits NewsLife Insurance News