The Faith and Investing Podcast

Shepherding Clients: Pastoral Wisdom for Financial Advisors—Part 2 | by Winn Collier

March 26, 2024 Eventide Center for Faith & Investing
Shepherding Clients: Pastoral Wisdom for Financial Advisors—Part 2 | by Winn Collier
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The Faith and Investing Podcast
Shepherding Clients: Pastoral Wisdom for Financial Advisors—Part 2 | by Winn Collier
Mar 26, 2024
Eventide Center for Faith & Investing

Today we are back with the second installment of Winn Collier’s two-part piece, “Shepherding Clients | Pastoral Wisdom for Financial Advisors.” In his first piece, Winn encouraged financial advisors to view their work as a ministry by keeping God at the center, listening well, and inviting clients into a larger story.

This work, however, is not always easy. As important and fulfilling as it may be, shepherding clients through moments of significant change and anxiety can often feel heavy. What do you do when you fail, when clients don’t respond, or when the burdens seem too heavy to carry? In his piece today Winn walks with us through these difficulties and then lovingly calls us to remember that our shepherding is always meant to be led and sustained by the Good Shepherd.

On this episode:

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

Notes & Links:

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The 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.

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Today we are back with the second installment of Winn Collier’s two-part piece, “Shepherding Clients | Pastoral Wisdom for Financial Advisors.” In his first piece, Winn encouraged financial advisors to view their work as a ministry by keeping God at the center, listening well, and inviting clients into a larger story.

This work, however, is not always easy. As important and fulfilling as it may be, shepherding clients through moments of significant change and anxiety can often feel heavy. What do you do when you fail, when clients don’t respond, or when the burdens seem too heavy to carry? In his piece today Winn walks with us through these difficulties and then lovingly calls us to remember that our shepherding is always meant to be led and sustained by the Good Shepherd.

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

The 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.

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