Luke Bolton
Investing with Biblical Wisdom - Client Conversation Guide
Tools and Resources: Client Tool
October 2023
Description Log in to mark as a favorite
This client tool is part of KA’s new “Introduction to Christian Investing” group of resources designed to guide advisors through meaningful client conversations around the purpose of investing and values.
The PDF includes an editable text field allowing you to add any needed disclosures.
If you are with a large firm that requires compliance changes, please contact us at largefirms@kingdomadvisors.com for a firm-specific version of this conversation guide.
About the Speaker
Luke Bolton
Kingdom AdvisorsLuke Bolton serves as Executive for Strategic Relationships at Kingdom Advisors where he focuses on institutional relations and faith-based investing. Luke began working in the financial services industry at Securian Financial's corporate headquarters and then as Director of Operations at WaterRock Financial where he supported a team focused on generosity and investing for impact. Luke supported the LPL/Kingdom Advisor Community as they developed a set of faith-based investing models that were launched in 2022. He continues to support industry leaders and large firms as they engage with faith-focused financial advice and investing.
© 2024 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
