Tuesday, September 27, 2011
Religion can be a taboo topic in business, but some financial advisors find that discussing religion is a crucial means of understanding their clients’ financial goals. Some financial advisors have clients address their spiritual beliefs in a mission statement, while others broach the topic by first discussing their own religious views.
Some financial advisors have found that even a casual conversation can lead the way to a more in-depth religious discussion. However, some situations may call for a more formal discussion of a client’s religious beliefs and personal values.
Not all advisors agree that discussing religious views should be part of business communications. If an advisor does decide to have a religious based discussion with a client, he or she may want to address the topic carefully.
See Veronica Dagher, Where Religion and Business Do Mix, The Wall Street Journal, Sep. 23, 2011.
Special thanks to Jim Hillhouse (WealthCounsel) for bringing this article to my attention.