Click below to listen to Episode 7 – What is Christian Wealth Management?
Episode 7 – What is Christian Wealth Management
What is wealth management? Wealth management is a process and does not happen in one meeting but over the course of time. It is a particularly meaty topic, and Christian wealth management is even meatier. Many times, clients and prospects will come to Bob or Mary Jo and ask them, “What exactly is wealth management?”
The term “wealth” in wealth management can be deceiving because many individuals do not consider themselves as having wealth. However, wealth is a term for finances, and it is a concept advisors use to articulate the financial principles and strategies they use as they work with clients.
Join Bob and Mary Jo as they discuss 15 wealth management issues that are critical to the financial well being of most successful families. Not all of them will apply to every situation because every financial circumstance is unique! Each situation is based on individual financial, social, and/or emotional needs.
HOSTED BY: Bob Barber, CWS® and Mary Jo Lyons, CFP®