Investing: Aligned with Biblical Values - Client Conversation Guide

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This client tool is part of KA’s new “Introduction to Christian Investing” group of resources designed to guide advisors through meaningful client conversations around the purpose of investing and values.

The PDF includes an editable text field allowing you to add any needed disclosures.

If you are with a large firm that requires compliance changes, please contact us at largefirms@kingdomadvisors.com for a firm-specific version of this conversation guide.

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