How can financial advisors steward their influence in such a time as this? Rob West from Kingdom Advisors shares some perspective on the unique opportunities advisors have right now for a deeper connection with their clients and peers that all points back to the fact that God still owns it all.
Inside this episode:
- Financial advisors are playing many roles during this uncertain time – from counselor/coach to financial expert
- How generosity can pivot our perspective on God’s faithfulness
- The timely opportunity that advisors have to lean into deeper conversations with clients
- How advisors can steward their influence to bring perspective to their clients
- Could your practice benefit from a change analysis? Use their worksheet tool below to find out
- Kingdom Advisors offers community and education for advisors
Links:
- Kingdom Advisors COVID-19 response
- Join a Kingdom Advisors study group
- COVID-19 Change Analysis and Planning Worksheet
Key topics: Kingdom Advisors, biblical financial wisdom, advisor practice, change analysis, wealth management, stewardship