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Wednesday, August 27, 2014|
Advisors Invited to Jump on the ALS Schooner
With every good cause there is also a chance to connect with customers.
Case in point, Schooner Investment Group has found a way to participate within the charity social media sensation, the ALS Ice Bucket Challenge, and do so in a way that is resonating with clients.
National relationship manager Janielle Lucas sent out emails to clients and other important contacts to announce that CIO Greg Levinson, senior portfolio strategist Sarah Wiewel and herself have accepted the challenge.
She also included a video of their bucket challenge.
More importantly, she announced that Schooner has pledged to donate $100 in the name of an advisor or the advisor's firm if they pledge to do the challenge, have already done the challenge or will make a donation to ALS research.
Schooner will do so for each respondent up to $10,000.
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