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The Generosity Conversation

The Generosity Conversation

by Steve Lear

About This Book

Wealth changes lives.

Wealth has the potential to fix what is broken. It reaches its highest purpose when it fuels generosity of attitude, time, and money. It’s not something reserved for your ultra-wealthy clients. Instead, it is about intentionally making the world a better place for everyone.

During Steve Lear’s financial advising career, he’s had over 40,000 meetings helping clients solve problems and create opportunities. The most rewarding meetings were always those in which clients showed a streak of generosity. While helping your clients make money remains your priority, The Generosity Conversation encourages you to start conversations about why money matters to them.

This practical, accessible book explores the joys of giving. Discover the benefits of discussing values at the same time you talk about wealth. Gain real-world tools to help make The Generosity Conversation part of each client’s enduring legacy.

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Steve Lear

About the Author

Steve Lear

Steve Lear is a financial advisor, educator, and generosity entrepreneur who has spent forty years helping people think differently about attitude, time, and money. As a founder of Affiance Financial, he has led a firm serving hundreds of clients. He is president of the Minnesota affiliate of the JumpStart Coalition for Financial Literacy. He was a founder of NECHAMA, Jewish Response to Disaster, which provides comfort and hope to communities by engaging volunteers in disaster recovery work. Steve is leading a movement, equipping advisors to guide clients beyond accumulation toward lives of intentional, impactful generosity with clarity and purpose.

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