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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Nov 20, 2018

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

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