"Wealthfluence consulting was like pressing the fast forward button on implementing Faith-Based Investing in my practice."
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Prepared by:
Tim Macready, Head of Global Multi-Asset Investing
Comprehensive list of all Faith-Based Mutual Funds and ETFs – includes screening categories by fund family, using the Avoid, Embrace, Engage framework.
Verses to shape our thinking on investing as Christians
A comprehensive training curriculum for advisors seeking to learn about faith-based investing.
A comprehensive training curriculum for advisors seeking to learn about faith-based investing.
Use this tool to get to know your client and open a deeper level of communication, but be careful that you don’t over-promise in terms of customization. The process will need to be repeatable and sustainable for you.
This is a 3rd party resource available free from your Eventide wholesaler.
However, we use it a bit differently and get a lot of mileage from this simply piece. We'll be sure to go over it in your coaching sessions.
Obtain nearly everything you need to integrate values-aligned investing into your practice from our arsenal of resources plus 5 hours of 1:1 consulting support.
Use a simple picture to describe the “Double Bottom Line” of pursuing both financial and social returns
There are 3 main databases that specifically look at faith-based issues, such as abortion and pornography, that aren’t covered by ESG research
A curated list of some of the best ways advisor bring up this topic to their clients, even if they’re not sure of the client’s faith or personal values
Faith-Based Investing Reading List and ways to learn more and find community
Having a documented process can increase client confidence and address any questions from compliance regarding a particular holding or transaction. Take our sample and make it your own.
Our sample models are not investment recommendations. Rather, they are meant to give you a starting point, from an objective 3rd party, of how real clients are being served today with the faith-based funds currently on the market.
Adding a few short sentences to your existing Investment Policy Statement can provide the right disclosures and help ensure you meet your fiduciary duty.
Successfully rolling out FBI to your clients ideally includes adding this topic to every review meeting. Our agenda template keeps it on your radar so you don't forget.
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Rachel McDonough, founder of WealthFluence, is an investment advisor representative with EverSource Wealth Advisors, LLC (“EverSource”) and does not provide investment advice other than as an EverSource investment advisor. Her consulting work through WealthFluence is not undertaken or performed in her capacity as an EverSource advisor.
Opinions, recommendations, commentary, analysis, and reports which Rachel provides as a consultant doing business as WealthFluence are her own, are provided in her individual capacity, are not reviewed or approved by EverSource, and do not represent the views of EverSource or any related entity or person.
Financial choices that mirror your values, helping you achieve financial success and live in a greater sense of contentment and purpose.
By signing up, you agree to Wealthfluence's Privacy Policy and T&Cs, and you confirm that you are a financial professional and understand that these resources are for advisor use only. The subscribtion includes ocasional Wealthfluence Newsletters delivered to your inbox. (Don't worry — you can unsubscribe whenever you like!)
By signing up, you agree to Wealthfluence's Privacy Policy and T&Cs, and you confirm that you are a financial professional and understand that these resources are for advisor use only. The subscribtion includes ocasional Wealthfluence Newsletters delivered to your inbox. (Don't worry — you can unsubscribe whenever you like!)
By signing up, you agree to Wealthfluence's Privacy Policy and T&Cs, and you confirm that you are a financial professional and understand that these resources are for advisor use only. The subscribtion includes ocasional Wealthfluence Newsletters delivered to your inbox. (Don't worry — you can unsubscribe whenever you like!)
By signing up, you agree to Wealthfluence's Privacy Policy and T&Cs, and you confirm that you are a financial professional and understand that these resources are for advisor use only. The subscribtion includes ocasional Wealthfluence Newsletters delivered to your inbox. (Don't worry — you can unsubscribe whenever you like!)
