88 min listen
Ep 099: Finding Better Alignment Of Values And Belief Systems By Focusing On A Religious Niche with Rob West
Ep 099: Finding Better Alignment Of Values And Belief Systems By Focusing On A Religious Niche with Rob West
ratings:
Length:
85 minutes
Released:
Nov 20, 2018
Format:
Podcast episode
Description
As advisors, many of us have been taught that it’s a bad idea to discuss religion or politics with clients, but my guest today disagrees with this conventional wisdom. In fact, he has found that focusing on religion has actually been good for business. Rob West is the president of Kingdom Advisors, a membership organization that supports financial advisors who want to serve Christians as their niche market segment and boasts 70% growth over the last five years. In this episode, Rob shares how he has successfully integrated faith and finance into his business, from incorporating nearly 23,000 passages from the Bible about money and possessions into financial planning conversations with clients to developing a training program and supporting Certified Kingdom Advisor® designation to be “the gold standard for delivering biblically wise financial advice.” Listen in to hear how he has formed a niche in an underserved majority, and why combining your values with your work is important not only for differentiation, but also for finding purpose and significance in what you do. For show notes and more visit: https://www.kitces.com/99
Released:
Nov 20, 2018
Format:
Podcast episode
Titles in the series (100)
Ep 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick Kahler: In this first episode, I have a conversation with Rick Kahler, a financial planner in Rapid City, South Dakota who built his own practice to a stable of 100 clients and $200M in assets under management. by Financial Advisor Success