Archive: April 2019

003 IAQ What Do I Need to Do to be a Good Fiduciary to My Clients?

Welcome to this week's INFREQUENTLY ASKED QUESTION: What Do I Need to Do to be a Good Fiduciary to My Clients? As Faith-Based advisors, we are very focused on the…
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002 IAQ How Do I Decide Which Business Practices to Screen from My Portfolios?

Welcome to this week's INFREQUENTLY ASKED QUESTION: How Do I Decide Which Business Practices to Screen from My Portfolios? Many advisors would like a straight-forward, black and white approach to portfolio…
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