The Faith and Investing Podcast

Shepherding Clients: Pastoral Wisdom for Financial Advisors—Part 1 | by Winn Collier

March 11, 2024 Eventide Center for Faith & Investing
Shepherding Clients: Pastoral Wisdom for Financial Advisors—Part 1 | by Winn Collier
The Faith and Investing Podcast
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The Faith and Investing Podcast
Shepherding Clients: Pastoral Wisdom for Financial Advisors—Part 1 | by Winn Collier
Mar 11, 2024
Eventide Center for Faith & Investing

If you are a financial advisor, or a client of one, then you likely know that good advising requires a certain level of relationship with the client. To understand how to wisely steward a client’s resources, the advisor must understand the client themselves. For the Christian financial advisor, this patient pursuit of wise personal guidance shares a—perhaps surprising—resemblance to pastoral work. 

Our next two episodes feature articles from former financial professional turned pastor Winn Collier. In these articles, Winn seeks to come alongside financial advisors and show them how they can shepherd their client. To borrow the language from the Apostle Paul in Ephesians 4:12, these pieces hope to “equip the [financial advisor] saints for the work of ministry.”

If you’re not an advisor, we encourage you to listen along as well, as Winn’s counsel to financial advisors regarding their clients can apply more broadly to bringing a ministerial mindset to all of our relationships.

On this episode:

Matt Galyon, Associate Director, ECFI
Winn Collier, Director, Eugene Peterson Center for Christian Imagination, Western Theological Seminary

Notes & Links:

View our Courses

These communication herein is provided for informational purposes only and was made possible with the financial support of Eventide Asset Management, LLC (“Eventide”), an investment adviser. Eventide Center for Faith and Investing is an educational initiative of Eventide. In some cases, information in this communication may include statements by individuals that are current clients or investors in Eventide, and/or individuals compensated for providing their statements. In such cases, Eventide identifies all relevant details of the relationship, the compensation, and any conflicts of interest, within the communication which can be found at faithandinvesting.com.  Information contained herein has been obtained from third-party sources believed to be reliable. Statements made by ECFI should not be interpreted as a recommendation or advice pertaining to any security. Investing involves risk including the possible loss of principal.


Show Notes Chapter Markers

If you are a financial advisor, or a client of one, then you likely know that good advising requires a certain level of relationship with the client. To understand how to wisely steward a client’s resources, the advisor must understand the client themselves. For the Christian financial advisor, this patient pursuit of wise personal guidance shares a—perhaps surprising—resemblance to pastoral work. 

Our next two episodes feature articles from former financial professional turned pastor Winn Collier. In these articles, Winn seeks to come alongside financial advisors and show them how they can shepherd their client. To borrow the language from the Apostle Paul in Ephesians 4:12, these pieces hope to “equip the [financial advisor] saints for the work of ministry.”

If you’re not an advisor, we encourage you to listen along as well, as Winn’s counsel to financial advisors regarding their clients can apply more broadly to bringing a ministerial mindset to all of our relationships.

On this episode:

Matt Galyon, Associate Director, ECFI
Winn Collier, Director, Eugene Peterson Center for Christian Imagination, Western Theological Seminary

Notes & Links:

View our Courses

These communication herein is provided for informational purposes only and was made possible with the financial support of Eventide Asset Management, LLC (“Eventide”), an investment adviser. Eventide Center for Faith and Investing is an educational initiative of Eventide. In some cases, information in this communication may include statements by individuals that are current clients or investors in Eventide, and/or individuals compensated for providing their statements. In such cases, Eventide identifies all relevant details of the relationship, the compensation, and any conflicts of interest, within the communication which can be found at faithandinvesting.com.  Information contained herein has been obtained from third-party sources believed to be reliable. Statements made by ECFI should not be interpreted as a recommendation or advice pertaining to any security. Investing involves risk including the possible loss of principal.


Introduction
Article Reading
Conclusion