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

The Faith and Investing Podcast

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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Chapters

1. Introduction (00:00:00)

2. Article Reading (00:01:55)

3. Conclusion (00:12:50)