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How do you communicate that you offer biblical financial advice to the world? Here is an example from a KA member who is communicating their biblical wisdom value proposition in print. The Live Oak Group at Morgan Stanley is led by Jeff Thomas, whose print materials evidence his value proposition that is rooted in biblical wisdom.
Jeff Thomas is the Founder and CEO of Arkos Global Advisors, LLC, a pure fiduciary wealth management company that is opening offices across the country. Seeking to help clients at a deeper level, Jeff and his team founded Arkos after 25 years at the largest firms on Wall Street. Jeff authored the book Trading Up: Moving from Success to Significance on Wall Street and is a co-host of the Generous Business Owner podcast with Alan Barnhart and Jeff Rutt.