Welcome Letter

You are about to enter a new world where your financial services profession and your faith come together!

Faith Financial is a leader in marketing financial services to the Christian community. Our ministry associations and sponsorships have generated tremendous interest and thousands of leads from organizations such as:

Our exciting, stimulating and entertaining new 11 part seminar series titled Money On Loan From God is simply in a class by itself.

And with an innovative software program from Faith Financial’s sister firm the Research Institute for Corporate Accountability (RICA), you can actually provide a “values analysis” of your prospects’ portfolios giving you a powerful advantage over your competition.

Resources are great, but training and support are an essential compliment to optimize your success. That’s why we include the insightful monthly newsletter Private Coach, Weekly Message, and monthly “hot topic” conference calls facilitated by Stephen Bolt, a 26 year industry veteran, top producer, author and speaker.

Typically, prospecting is a major continuing concern for most financial professionals. That’s why Faith Financial has developed an array of both resources and ongoing coaching programs. You will never have to cold call, or be timid about prospecting again!

Sometimes the issue is the sales process itself, or effective closing. No more. With the innovative resources and coaching available to you as a Faith Financial Member, closing will become a simple and even indiscernible, natural part of the interview process.

Competition and differentiation are becoming more and more difficult. With home office tendencies to streamline products and services into virtual commodities that can be purchased from any professional and sometimes even on the Internet, it’s no wonder more and more financial professionals are finding it difficult to succeed. Being a Member of Faith Financial immediately distinguishes you as someone in a different class!

Increased production and career fulfillment. Many financial professionals have the former without the latter. Wouldn’t it be great to have both? Can you imagine how fulfilling your client relationships will be when you are able to ask them one more simple, but profound question?

“Would you like me to consider your personal values as part of the investment decision making process?

As a Member of Faith Financial, you can actually add that powerful question to every sales interview, because you will have license to use proprietary software that analyzes the values of over 20,000 mutual funds and variable sub-accounts, and 3,800 stocks relative to abortion, pornography, the gay, lesbian, bisexual and transgender political movement and several other issues important to many people of faith.

When have you ever been able to hand a prospect a book that explains variable universal life, variable annuities, equipment leasing programs, mutual funds, third party management and values-based investing in a way that actually draws them closer to you? Don’t most “financial education” books refer to financial advisors in almost derogatory terms? Not this one!

Money On Loan From God was written by a financial professional with 26 years in the business. This easy to read and entertaining book is a must for your prospecting tool bag.

“Here, Mr. Prospect. Take this book and read the pages I’ve flagged. I think that will give you a real good understanding of why I am making these recommendations.”

You can’t do that with the average book people find in the self-help section on money.

Never before has anyone attempted to bring a financial education series of such high quality video production into the small group and church community. Three cameras, a crew of 26, renowned Northstar Studios in Nashville, TN, and an award winning director, Steve Gilreath, combined with author, speaker and financial professional Stephen Bolt to produce this highly entertaining and relevant 11 part video series.

Included in your Faith Financial Membership is Session 1: Life. Purpose. Plan. Money. featuring a revealing interview with dynamic speaker Rev. James Ryle, one of the founders of Promise Keepers and founder of TruthWorks.org. This 45 minute session is sure to wow your audience as you help them get a better grip on what true vision really means.

The kit also includes information on everything you need to know to guarantee a successful seminar experience. You will want to use this seminar over and over to position yourself as a true professional with any church, or men’s, women’s, singles, divorced, seniors or other auxiliary group. This may be the only prospecting you’ll ever need to do! Especially if you are the first Faith Financial Member in your community to drop off a high quality promotional brochure and a DVD for the church, or any of its auxiliary groups to review.

The full 11 part “Financial Professional” version is available now at a discount for FF Members!

How do you tell someone what you do in 2 minutes and in such a way that when you are finished, they tell you exactly what they want you to do for them? Sound ridiculous? Well, that’s exactly what this highly effective, proven resource does. In less time than it takes to explain your story, this simple and quick prospect survey tells your prospect what you do while it also acts to inform you as to which of your services he or she is interested in.

Every financial professional offers some kind of home office approved/required introductory brochure. By nature, they have to be pretty generic. But how about a brochure that explains your association with a national network of faith-based financial professionals who seek to help people integrate their faith into their financial plans. Now that would add just the personal touch to an introduction that just might get you the relationship you’re seeking.

Promise Keepers, Iron Sharpens Iron, In The Zone, American Family Association, National Coalition of Men’s Ministries. These are just some of the ministries that Faith Financial has had associations with and developed tens of thousands of leads.

Our newly launched and growing Values Investor Newsletter is a weekly publication that is emailed to over 10,000 opt in Christians all over the US.

We can’t promise that you will get leads in your specific area, but we can promise that as leads develop, they will all be distributed to Members of Faith Financial!

“Would you like me to consider your personal values in the investment decision making process?” Your prospect's eyebrows go up and the mouth opens… “You know, based on our conversations, I would imagine that you are pro-life. Do you want me to make sure that your investments don’t include stocks of pharmaceutical companies that produce the drugs that induce abortions?”

“You can do that?” your shocked and pleased prospect asks. “But what about the variable annuity you recommended. Those sub-accounts must have thousands of stocks in them.”

“Ah, no problem. See, I’m a Member of Faith Financial and we have access to the largest and most comprehensive database of corporations’ policies, products, services and philanthropy as they relate to seven key issues of concern to a lot of Christians, such as abortion, pornography and the gay, lesbian, bisexual and transgender political movement.” Your prospect will be stunned at your professionalism.

The Research Institute for Corporate Accountability (RICA) was formed in 2002 to provide comprehensive, timely and accurate information regarding the corporate policies, philanthropy, products and services of the major companies in the US pertaining to specific issues of interest to social conservatives and Christians. There are a number of high quality research firms in existence today, but the vast majority consider either the opposing value system or at least one that is not of great interest to social conservatives. RICA fills the void that otherwise would exist.

*For more information regarding each issue and definitions, please visit www.ricaonline.com .

The research data are compiled, inventoried, managed and then packaged for use by the end user. Each customer is able to select the issue(s) they require data on, and provide their own specific definition and violation threshold for each issue.

Today’s financial advisor relies on two critically important dynamics in order to succeed and grow their business: differentiation and relevance.

Think about how many mutual funds exist today. How many variations of portfolio management are available today? How many variable annuities can investors choose from? Ultimately, don’t most financial advisors offer the same stocks, the same mutual funds, and the same variable annuities? What makes you different from your peers if every financial advisor offers virtually the same menu of investment options?

What if you could add one more layer on top of that same investment that all of your peers offer? That additional layer, or benefit, would immediately and substantially differentiate you from your peers. You would have something of value to offer investors that very few of your peers could compete with, and most would not even be aware of.

What if this differentiation was also conspicuously relevant? In fact, it was so relevant that it would literally transform any investment into something that was so personally relevant that it literally was a reflection of the investor’s most cherished personal values. Now that would make you someone to be sought after. It would make you different from all of your peers and relevant to your clients in a way that creates a framework for a career long relationship far stronger than investment performance alone can provide.

RICA offers its research to financial advisors in a software program called the RICA Profiler. This simple to use program offers information on all seven issues for:

The RICA Profiler allows the advisor to customize reports, illustrate "severity scores", search by issue and other criteria and compare fund, sub-account and stock values. The RICA Profiler offers a staggering amount of information that the financial advisor can customize for any client.

Every financial advisor considers suitability issues when discussing investment decisions with prospects. With the RICA Profiler you can add one more question to your suitability checklist:

If the answer is YES (and statistically it will be in the majority of cases), you simply offer to screen your prospect’s mutual funds, stocks, and variable annuities using the RICA Profiler to compare the values expressed by your client with those reflected in the investments. It is as easy as it is powerful!

Once you and your client have determined that certain investments need to be replaced because of the values they represent, you have a number of ways to begin selecting investments that are more values-appropriate. Simply use the RICA Profiler search options, or offer your client money management services from one of the firms that utilize RICA data in their portfolio management. These firms typically can apply RICA Powered values-based investment management for stock/bond portfolios, mutual fund platforms, and even variable annuities. And no, you don’t have to ask your clients to accept reduced performance just because they want values-based investing!

By using the RICA Profiler you should expect to see increased production. Watch how many referrals you get from friends and family or church members who hear about this new service that you are offering to your clients. Your clients will appreciate the extra effort you go to for them to create an investment plan that reflects their personal values. And in the end you will be able to enjoy a much richer, fulfilling career knowing that you have helped your clients not only attempt to achieve a financial return, but a moral one, as well.

Not only is Faith Financial President and author Stephen Bolt a 3 time NCAA All American track star and the first person in the SEC to break the 4 minute mile, but his discipline and pursuit of excellence landed him a number of “firsts” in his 26 years in the financial industry, as well.

How do you market in the Christian community? What about your own church? What do you say when you get turned down to do a seminar because “there are other financial professionals in our church”? How do you take values-based investing back to your existing clients? How much time should you spend with each client? How do you make sure you have enough family and personal time while you are trying to build your career? When should you advertise?

The list of topics Stephen coaches on is endless. He has been a top producer, launched mutual funds, done private offerings, syndicated oil and gas programs, built distribution systems, been featured on CNNfn, Bloomberg TV, hundreds of radio programs and is considered a “father of values-based investing”.

If you are going to get coaching, don’t you think it should be from someone who has been where you want to go?

This incredibly insightful monthly e-newsletter is available exclusively to Faith Financial Members and subscribers. It is full of tips on everything from sales processes, to client relationships, technology, prospecting and business development. This is one monthly newsletter you’ll actually make money with!

Two main topics are featured each month along with time for other announcements and Q & A. This is the time where you join with many of your fellow Members and get input from Stephen and his expert guests. There simply is no other place to get this kind of high powered, proven advice from seasoned professionals who have chosen to integrate their faith into their financial services practice.

April 22

Client relationships:

Three ways to be on their side

Bringing your faith into your practice

May 20

Training your clients:

Capitalizing on values-based investing

June 17

Sales process: balancing intellect and emotion

Four key seminar presentation tips

July 15

How does your office work?

The Kingdom dynamic to session one of Money On Loan From God

August 19

Who cares about values?

Guaranteed success with seminars

September 18

Client relationships:

The hidden money right under your nose

The upside to presenting investment risks

October 14

So, how does RICA accumulate and package all that research data?

Prospecting: the convergence of direct mail and the Internet

November 25

The three fundamentals of effective goal

Setting:

Do NOT take on these clients!

December 16th

Humility:

The key to happiness and increased production

Developing an effective business plan

Call to secure your Faith Financial Membership or create a custom resource package today! 877-697-9139