Questions to Ask Potential 401(k) Advisors According to a recent survey, 47% of plan sponsors are looking for a new plan advisor[1]. Are you one of them? If you’re actively looking for a new advisor for your plan or even if you’re just looking as part of a regular due diligence process, here are 6…
8 Things to Consider Before Joining a BRI Advisory Firm There has never been a better time to be a Christian advisor focusing on faith-based, or biblically responsible investing (BRI). When Beacon Wealth Consultants began implementing BRI in 1997, the number of firms specializing in it could be counted on one hand and there was…
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…
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…