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001 Infrequently Asked Questions: What’s Wrong With My Delivery?

One of the things that I’m enjoying about this series is that many advisors in this space are friends – both new and old.  In this video I talk to you like I would if we were sitting together face to face, and you’ll get a real sense of how “excited” I am about faith based investing!

This week we talk about how you are sharing the message of faith-based investing with your clients. If you have tips to share let me know and I’ll be glad to disseminate your ideas to the group. See below for resources mentioned in the video.

Click here to access the Eventide Gilead Portfolio Impact Highlights: Gilead-Portfolio-Impact-Highlights-12-31-2018 [1]

Objections Call with Rick Laymon, Mike Kuckel, and Alex Ellis: The Case for BRI [2]

Here’s another call resource I found in the Kingdom Advisors Archive – an interview with Rick Laymon and Todd Larson from Ameriprise, called: I Love to Tell the Story: Craft a Compelling BRI Message [3]

 

Intro to LightPoint Portfolios Infrequently Asked Questions

Posted By Cassandra Laymon On In Infrequently Asked Questions for Advisors | Comments Disabled

Are you an advisor who is striving to serve your clients well, grow your business and honor God?  You are in the right place!

I’m sure you are working hard to fill many roles in your business: trusted advisor, investment manager, and maybe even playing the roles of assistant, janitor, and chief cook and bottle washer! When you are pulled in so many directions it’s difficult – maybe even impossible – to do everything well.  You probably have a long list of all the improvements you’d like to make…when you have the time!

In this series we’d like to help you uncover tips and information about implementing faith-based investing in your practice – including the answers to questions you aren’t asking, but should be!

LightPoint Portfolios proudly presents: INFREQUENTLY ASKED QUESTIONS!