Episode 3: Virtues to Look for When Choosing a Financial Advisor
How do you choose a financial advisor? It’s not just about experience (although experience is important), but looking for a financial advisor encompasses a variety of areas including client relationships, truthfulness, openness, and if they are approaching your financial portfolio from a holistic perspective.
Also, just because an financial advisor is a Christian, this does not make their business a Christian financial firm. Are they instituting Biblically or morally responsible investing? There are many Christian financial advisors who work in, or even own, a wealth management group, BUT do not incorporate Christian principles into their financial portfolios. If in doubt, just ask!
HOSTED BY: Bob Barber, CWS® and Mary Jo Lyons, CFP®