Research The Philanthropic Conversation: A Guide For Professional Financial Advisors Published: January 1, 2018 Documents Research The Philanthropic Conversation: A Guide For Professional Financial Advisors This guide provides advice for professional financial advisors to guide them in their philanthropic discussions with clients. Based on a series of articles inspired by a unique Canadian research study: The Philanthropic Conversation: Understanding Financial Advisors’ Approaches and High Net Worth Individuals’ Perspectives.