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

The Faith and Investing Podcast

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:
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Chapters

1. Introduction (00:00:00)

2. Article Reading (00:02:07)

3. Conclusion (00:14:15)