Description
When it comes to faith-based investing management, advisors frequently face questions ranging from "Should we offer this?" to "What defines a defensible portfolio?". Numerous factors such as client interest, product availability, and regulatory considerations can influence these decisions. In this session, Luke Bolton will explore each decision an advisory firm must navigate and offer a strategic roadmap to guide advisors through this process.
Learning Objectives
Assess client interest and determine if offering faith-based investment options aligns with their firm's goals and values.
Identify the key criteria for constructing a portfolio that reflects faith-based principles while maintaining fiduciary responsibility.
Explore the regulatory landscape to ensure offerings align with ethical and legal standards.
Learn techniques to discuss faith-based investing with clients, addressing questions and concerns confidently.