Episode 192 - Are You Being Financially Steered or Shepherded? with Kingdom Advisors

In this March "Marks on the Markets" episode, hosts Richard Cunningham and Luke Roush welcome Kingdom Advisors CEO Rob West to discuss the transformative impact of the recent Kingdom Advisors Annual Conference in Orlando.Key Points: About Kingdom Advisors:Founded in 2003 by Ron Blue and Larry Burkett to help Christians plan and manage finances with biblical principlesServes as the gathering place for the Christian financial industryOffers the Certified Kingdom Advisor (CKA) designation - the only designation for biblically-wise financial advice accepted by most major Wall Street firmsConference grew 40% in past two years to 2,700 attendees, significantly outpacing industry norms Industry Trends:Financial advice evolving from product-driven to values-driven approachesChristian investors increasingly want their faith reflected in every domain of life, including money decisionsMajor financial firms recognize that connecting with clients at a values level creates better outcomes for everyoneIndustry acceptance of faith-based investing products and communities growing rapidly Market Opportunity:Approximately 350,000 client-facing financial planners in the USEstimated 90,000 practicing Christians in the field (26%)Kingdom Advisors currently serves about 4,000 members with 1,700 having earned the CKA designationChristians hold an estimated $20+ trillion in investable assets Next Generation Focus:250 undergraduate students from 25 universities attended the conferenceEight universities now offer CKA alongside CFP (Certified Financial Planner) programsWith 38% of financial advisors retiring in next decade (average age 55), demand for next-gen advisors is highStudents now graduating ready to enter the industry with faith-aligned perspectives from day one Evolution of Faith-Based Investing:Moving beyond just "avoiding" certain investments to "embracing" impact investmentsGrowing focus on deploying capital to solve problems and create positive changeIncreased emphasis on engagement through proxy votes and shareholder resolutionsNext generation of inheritors viewing wealth differently, prioritizing impact alongside returns Market Commentary:Despite current market volatility and uncertainty, biblical principles of economics and wealth creation provide stabilityReturn to more normalized cost of capital (8-12% interest rates) reflects historical norms after decades of artificially low ratesFaith-driven investors can find peace by anchoring to timeless truths rather than timely market fluctuations Closing Wisdom:From Ecclesiastes 7:12: "Wisdom is a shelter, as money is a shelter, but the advantage of knowledge is this: wisdom preserves those who have it."True wisdom is not just intellectual mastery or best practices—it's knowing Christ personally Featured Guest:Rob West, CEO of Kingdom Advisors and host of the nationally syndicated Faith and Finance radio program Resources Mentioned:Kingdom Advisors Annual Conference "Redeeming Money"Certified Kingdom Advisor (CKA) designationFaith and Finance radio program (faithfi.com)