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Stewarding someone else’s finances is a way to love them. In some cases, real feelings of love even emerge from this impersonal relationship.

Transcript:

Money is very emotional, and the markets are very emotional. And so a client will own a portfolio and see a portfolio sell off and not know what to do. It just has been a very important lesson for me to realize that it’s not just numbers on a spreadsheet – it’s someone’s dreams and it’s someone’s livelihood. I need to be respectful of that and a good steward of that.

I feel very strongly about this mission of serving these people, many of whom I will never meet. You know, we manage billions of dollars, but the account sizes are pretty small, maybe around a hundred thousand each. So I’m very protective of them.

Watch the full Faith & Co. film series from Seattle Pacific University.

This video serves as an illustration to the TOW Key Topic article Can We Really Love Someone Through Intermediaries?

While the Faith and Work conversation has been growing in the Church, often times the conversation stays beneath the surface of widespread media. While our goal is certainly not landing on the front pages of a newspaper, we want to steward the story of what God is choosing to advance through Faith Driven Entrepreneurs and Investors. Our hope is that when it surfaces, it might spark encouraging discussions in the marketplace of ideas. Yesterday, Molly Worthen of the New York Times wrote an article highlighting the works of Faith Driven Entrepreneur and many other friends like @madetoflourish, @praxislabs, @SovereignsCap, Eventide, @JordanRaynor, @kleary777 and @timkellernyc.

Read her article What Would Jesus Do About Inequality? here!

This video was originally published here.
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The purpose of the study was to better understand what widows experience and thus build a service model that engages, educates, and equips them to make wise financial decisions for their lives.

In October 2013, Ronald Blue & Co. asked selected widowed clients who are served out of their Atlanta office to participate in a small, intimate focus group. With this study, Ronald Blue & Co. sought a deeper understanding of their needs, concerns, and desires. Ronald Blue & Co. wanted to hear their unique stories and understand how they wanted to be served, from how often they felt it was necessary to be contacted by their Ronald Blue & Co. advisor, to how much detail and information they needed to make informed decisions, to priorities relating to their wealth and families.

It was Ronald Blue & Co.’s hope that this research would be read and used broadly within their company by everyone who interacts with their clients and that it would provide new and better service insights, paving the way for an enhanced model specifically addressing the needs of widows.

Ronald Blue & Co. was thankful to their Atlanta office for expressing the need to improve and validate how widows are served and for overseeing this project. Ronald Blue & Co. was also thankful to Women Doing Well for facilitating the focus group and conversations, for gathering their findings, and developing a comprehensive and instructional white paper. Ronald Blue Trust supports the Women Doing Well mission of inspiring a movement of women living and giving generously.

CONTINUE READING THE FULL STUDY HERE

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Today’s episode finds us all the way down under—in Australia with our guest Tim Macready. Tim is Chief Investment Officer at Christian Super. He has been responsible for the development of the Fund’s Responsible Investment Approach, which is applied across the entire portfolio and now incorporates Negative Screening and Impact Investing. 

 What we think you’ll love most about this episode is hearing Tim talk about how he set out to create the “perfect, faith-driven fund”. But then he realized…We’re all sinners. He’s a sinner, every company is led by sinners, and every customer is a sinner.

 He talks openly about how that shifted his perspective, some of the tough decisions it led him to, and how he stewards that calling today. As always, thanks for listening.

Useful Links:

How Our Faith Affects the Way We Invest

Where Are the Christian Investors?

Why I Invest in Sinners