158 - How Technology Helps Us Serve Clients Nationwide

Just in the past 5 years, technology has changed immensely to allow Christian Financial Advisors to better serve clients all over the United States, not just locally. The Covid-19 pandemic really pushed the ability to serve individuals without having to meet face to face. Through Zoom and other video chatting platforms, Docusign and online document signing programs, and sharing important information all online through secure vaults, Christian Financial Advisors can serve clients no matter where they reside.

It’s so important in today’s day and age to have the ability to access paperwork, documents, and your financial advisor quickly and efficiently. All you need is internet access. Tune in to see how we are better able to serve our clients through the use of modern technology platforms AND why it’s so important to use a high tech financial advisory firm.

Integrative Financial Planning: https://youtu.be/jToKdkp2bG0

*Christian Financial Perspectives Episode 158*

_About Christian Financial Perspectives_
Christian Financial Perspectives covers everything from “Investing in stocks, mutual funds and ETF’s” to “Planning for Retirement” to “Buying Investment Real Estate” to “Creating a Family Legacy” from a Biblical Worldview. The Bible has over 2000 scriptures that speak wisdom into how Christians can successfully structure their finances for a victorious life that honors God. Most people do not realize that Jesus spoke more about stewardship than Heaven and Hell combined.

_About Christian Financial Advisors®_
Christian Financial Advisors® is headquartered in Central Texas and serves clients nationwide with offices in New Braunfels and Boerne, Texas. Our focus is guiding you toward your financial goals by integrating values based advice into financial planning, retirement planning and investment management.

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_Investment advisory services offered through Christian Investment Advisors, Inc DBA Christian Financial Advisors, a registered investment advisor. Registration as
an investment advisor does not imply a certain level of skill or training. Comments from today's show are for informational purposes only, and not to be considered investment advice or recommendations to buy or sell any company that may have been mentioned or discussed. The opinions expressed are solely those of the hosts, Bob Barber and Shawn Peters, and their guests. Bob and Shawn do not provide tax advice and encourage you to seek guidance from a tax professional. While Christian Financial Advisors believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability._