A.S.

Thanks for taking the time to write and submit your question. You are not the first advisor who has made the decision to focus on financial planning from a biblical perspective.   In fact, targeting an affinity group is usually a good idea. Seeing  how important your faith is to you, I suspect you’d really enjoy working in this group. 

A good affinity group is one that has formal and informal ways of communicating. In this way, it’s easier for you to grow your reputation. Of course, of the group is too small or too tight nit, you can run the risk of having 1 disgruntled client poison the well for you – so to speak. Should you choose to focus on this group, let them know you are doing that. Let them know that these are the folks you serve the best or do your best work for.  Of course, just don’t come from an arrogant – holier than thou – perspective and I think you’ll be fine.   

I hope this makes sense. Don’t hesitate to post a follow up question. Bill 

PS – One more thought.  I have a friend/colleague who you might want to talk to. He has been helping financial advisors deliver bible-based planning for years.  His name is Richard Parker.  Tell them that I sent you.  Thanks!     His email is:  richard@esanow.com