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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 share class is the cheapest, you may be missing some factors you should consider. Join Cassie Laymon, CFP, MBA, CKA and Hillary Sunderland, CFA, CKA and Chief Investment Officer for Lightpoint Portfolios as they explore the importance of considering the all-in costs to the client, and importance of a documented and repeatable process.
 

004 IAQ: Why Do the Global Investment Performance Standards Matter?

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

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 process. Find answers to the following questions:

Additional Resources:

Why GIPS Compliance Matters for Investors [1] What are the GIPS Standards [2]

Why GIPS Compliance Matters for Investors [1]

The Importance of GIPS – from the CFA Institute [3]

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

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

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 screening component of our portfolios.  As a result we may minimize or dismiss some important components of our fiduciary responsibility to our clients.  It’s crucial to address both as we strive to glorify God and to fulfill our fiduciary obligation. 

Hillary Sunderland, CIO, CFA, CKA, reminds us of some critical factors we should be monitoring in addition to values screening.

002 IAQ How Do I Decide Which Business Practices to Screen from My Portfolios?

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

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 screening. They would like a widely accepted definition of faith based investing, but that doesn’t exist. In this video, Hillary Sunderland and Cassie Laymon discuss their approach to portfolio screening at LightPoint Portfolios. Please send your comments and questions to cassandra@beaconwealth.com.

Resources mentioned in the video – click to go to the website:

Evalueator [4]

ENSOGO Analytics [5]

BRI Institute [6]

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

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

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 [7]

Objections Call with Rick Laymon, Mike Kuckel, and Alex Ellis: The Case for BRI [8]

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 [9]

 

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!