Robert Laura: Ask clients about religion before selecting investments

07/22/2013 | Financial Advisor online

When meeting with new clients, consider asking whether they have any religious beliefs that influence their investment decisions, writes Robert Laura, president of Synegos Financial Group. Laura emphasizes the importance of discussing religion, and writes about the missteps he made by suggesting a churchgoing client redistribute her monthly tithe and ignoring a different client's faith-based investment query.

View Full Article in:

Financial Advisor online

Published in Briefs: