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Category: Infrequently Asked Questions for Advisors

005 IAQ: What’s the Cheapest Share Class for My Clients?

As you strive to provide the most cost effective investments for your clients, how do you determine which share class to use?   If you automatically assume that an institutional…
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004 IAQ: Why Do the Global Investment Performance Standards Matter?

Join Hillary Sunderland and Cassie Laymon as they discuss the Global Investment Performance Standards and why it's important for advisors to understand the role it plays in the due diligence…
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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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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…
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Intro to LightPoint Portfolios Infrequently Asked Questions

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…
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