President, Kingdom Advisors
Host: nationally syndicated radio show MoneyWise Live
Rob West: Differentiate Your Practice by Serving Christians
In the age of robo-advisors and fee compression, financial advisors are recognizing the benefit of serving target markets with unique planning needs. For the Christian advisor serving like-minded clients, there is a unique opportunity to deliver biblically wise financial advice aligned to the values and priorities of their Christian clients. In this session, Rob West will explore the planning differentiators for serving Christians, as well as the business case for serving this market segment.
About Rob West
Rob West is the host of the nationally syndicated radio programs MoneyWise Live and The MoneyWise Minute. Rob also serves as the President and spokesperson of Kingdom Advisors, an international community of financial professionals who are specialists in delivering biblically wise financial advice. Rob has dedicated his professional career to working at the intersection of faith and finance having led a successful faith-based financial services firm and speaks frequently on the topic.