Ep 099: Finding Better Alignment Of Values And Belief Systems By Focusing On A Religious Niche with Rob West
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 20 November 2018
⏱️ 85 minutes
🧾️ Download transcript
Summary
As advisors, many of us have been taught that it’s a bad idea to discuss religion or politics with clients, but my guest today disagrees with this conventional wisdom. In fact, he has found that focusing on religion has actually been good for business. Rob West is the president of Kingdom Advisors, a membership organization that supports financial advisors who want to serve Christians as their niche market segment and boasts 70% growth over the last five years.
In this episode, Rob shares how he has successfully integrated faith and finance into his business, from incorporating nearly 23,000 passages from the Bible about money and possessions into financial planning conversations with clients to developing a training program and supporting Certified Kingdom Advisor® designation to be “the gold standard for delivering biblically wise financial advice.” Listen in to hear how he has formed a niche in an underserved majority, and why combining your values with your work is important not only for differentiation, but also for finding purpose and significance in what you do.
For show notes and more visit: https://www.kitces.com/99
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.4 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.6 | navigated the inevitable challenges that arise on the path to success and get insight from leading |
| 0:19.2 | industry consultants about how to break through to the next |
| 0:22.3 | level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. Welcome to |
| 0:29.4 | the 99th episode of the Financial Advisor Success podcast. My guest on today's podcast is Rob West. |
| 0:35.6 | Rob is the president of Kingdom Advisors, a membership organization |
| 0:38.6 | that supports financial advisors who want to serve Christians as their niche market segment. |
| 0:43.8 | What's unique about Kingdom Advisors, though, is that they've formed not only a community |
| 0:48.1 | of 2,600 financial advisors from all the different industry channels, all serving the |
| 0:53.6 | niche segment of Christian |
| 0:54.8 | clients, but they've also developed a training program and supporting CCA designation, short for |
| 1:00.5 | certified kingdom advisor, to be, as they put it, the gold standard for delivering biblically |
| 1:06.0 | wise financial advice. In this episode, we talk about what it really means to serve Christians as a niche |
| 1:11.8 | segment, how you can even have a niche in a target market that's technically 67% of all Americans, |
| 1:17.7 | according to the Pew Research Religious Landscape Study, the way the Kingdom Advisors |
| 1:22.0 | integrates their faith and nearly 23,000 passages from the Bible about money and possessions |
| 1:27.1 | into their financial |
| 1:28.4 | planning conversations with clients. |
| 1:30.4 | And why, despite the traditional view that politics and religion should be forbidden subjects |
| 1:35.5 | to discuss with clients, that the advisors with the CCA designation have actually been able |
| 1:39.8 | to find success specifically because holding out as a Christian financial advisor helps to connect |
... |
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