Advisors
Investing as Ambassadors
Followers of Christ are to represent the culture and the values of God’s kingdom. But how do we pursue that with our…
Empathy Carries More Weight Than A Big Brand
What do wealthy and even super-wealthy clients look for in an advisor? An institutional brand with a deep bench? Merrill Lynch? BNY…
Seven Key Mistakes Wealthy People Make
Sometimes we hear of those with wealth and it’s hard to imagine them making a mistake. But Simone Foxman of Bloomberg surveyed family…
Advisors, Will You Lose Your Clients?
A recent issue of Investment News pointed out a shocking statistic: 66% of children fire their parents’ financial advisor after they receive…
Will Your Advisors Outlive You?
I’ve seen many clients make great choices for lawyers and financial advisors to administer their estate and their finances. But in some…
4 Big Reasons Financial Advisors Should Encourage Charitable Giving
A recent study by Fidelity offered this interesting insight: while a majority of advisors believed that their clients are interested in receiving…