Description
Countless internal and external factors influence us in our faithful financial lives. Without proper attention many of these influencing factors can lead to an unbalanced focus, affecting priorities and planning and ultimately distancing the client from holistic wise and faithful financial stewardship. This compelling presentation will encourage and equip the Kingdom Advisor with a new tool and conversation to create fresh immediate and ongoing transformational impact for your clients, your practice, and the Kingdom.
Learning Objectives
Recognize the various influences that affect their clients’ financial decision-making, including emotional, cultural, societal, and spiritual factors.
Gain an understanding of how failing to address these factors can lead to an unbalanced approach to financial planning, potentially distorting priorities and decisions, and steering clients away from holistic, faithful stewardship.
Discover practical tools and frameworks to help clients make balanced, faith-centered financial decisions that align with both their immediate needs and long-term goals.
Learn how to initiate and guide meaningful conversations with clients, focusing on aligning financial plans with Kingdom values, thereby encouraging personal transformation and ongoing positive change.