Estate Planning Process: A Clear Path for Guiding Private Wealth Clients

by Brittany Green | Mar 10, 2025 | Financial Advisors

Estate planning can feel overwhelming, but as a financial advisor in Sarasota and Bradenton, Florida, you have the opportunity to guide your clients with clarity and confidence. By using a structured, faith-based approach, you can help families make wise financial...

Building Trust Through Temperament-Based Communication: A Game Changer for Financial Advisors

by Michael Persaud | Feb 4, 2025 | Financial Advisors

Being a financial advisor is about more than managing portfolios or balancing budgets—it’s about shepherding people through their financial journeys. Success in this role requires wisdom, faith, and a commitment to personal growth. By embracing mentorship, fostering...

Guiding Your Clients on Their Financial Journey

by Michael Persaud | Dec 18, 2024 | Financial Advisors

Being a financial advisor is about more than managing portfolios or balancing budgets—it’s about shepherding people through their financial journeys. Success in this role requires wisdom, faith, and a commitment to personal growth. By embracing mentorship, fostering...

The Art of Asking the Right Questions: Lessons from Jesus for Financial Advisors

by Michael Persaud | Nov 27, 2024 | Financial Advisors

Jesus was a master at using questions to engage and transform. During His earthly ministry, He asked 339 questions but gave only three direct answers. This deliberate approach teaches us how to connect with and guide others meaningfully. How Jesus Used Questions to...

Integrate Your Faith And Your Financial Services Practice

by Michael Persaud | Oct 18, 2024 | Financial Advisors

Faith-Driven Financial Leadership: Why Financial Professionals in Sarasota and Bradenton Should Join the Kingdom Advisors Group In today’s complex financial world, Christian financial professionals are seeking more than just growth for their clients—they’re seeking to...