Planning Tools

Christian Investment Forum recognizes the great need for financial advisors to have proper planning tools available to effectively engage their clients on the topics of Faith based investing, generous giving, and an integrated perspective between their faith, work and finances.  Through partnerships with members, CIF is offering a selection of planning tools that align with the vision, mission and goals of the Christian Investment Forum.

Advisor Solutions 360 – BRI Planning Tool

In partnership with one of our Members, Advisor Solutions 360, the Christian Investment Forum is offering this valuable comprehensive planning tool at a discounted price.  Advisor Solutions 360 developed this planning tool for financial advisors to help them more clearly articulate the value they provide to their prospective and current clients above and beyond simply investment management.

Wealth advisors need to be able to articulate and demonstrate a unique value proposition, something that’s getting increasingly difficult in an industry where everyone is starting to sound the same. The Planning 360 Tool provides you with a quick and easy way to show prospects the specific ways you will help them if they become a client. It also allows you to substantiate the value you provide for your fee by showing existing clients all the ways in which you’ve helped them in one easy-to-read report.

To get special pricing of 33% OFF, please provide your contact information here and a special CIF code will be provided that you can use to sign-up with Planning 360 Tool:

Planning 360 Tool Informational Videos

Check out these informational videos produced to introduce the purpose and value of the Planning 360 Tool.  Then click on the sign-up form to get your discount code and begin to demonstrate the value you provide to your clients and prospects.

Planning 360 Tool – Differentiating Your Story for Prospects

Planning 360 Tool – Substantiating Your Value to Clients

Request Discount Code

Enter your name and contact information and a discount code will be sent via email.

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