This webinar is a summary of findings from the 2016 CIF Survey of Financial Advisors on their Awareness and Use of Faith based investing or BRI.
Following the 2013 survey on this same topic, research from the new 2016 Survey done by the Christian Investment Forum showed strong progress on the awareness, knowledge and credibility of Faith based investing among financial advisors. The survey suggests the initiatives at CIF as well as other like minded organizations is changing perceptions in a positive way, and should be continued with the core Kingdom Advisors as well as with an expanded audience of advisors and investors.
From that survey data, following are the key takeaways:
Key Takeaway #1 – Awareness is Nearly Universal
The AWARENESS of BRI and what makes up BRI has grown to nearly universal familiarity within the respondent pool, but there remains a gap between that awareness and a more detailed functional knowledge of product and service offerings currently available.
Key Takeaway #2 – Knowledge and Credibility are Improving
The level of satisfactory KNOWLEDGE in BRI is catching up to the awareness level, as is the belief in the credibility and professionalism of BRI.
Key Takeaway #3 – Stay the Course on Message
There has been a sizable improvement in each of the key areas for adoption of BRI. The key learnings from this success can be used to expand awareness and education programs to a larger segments of the advisory profession as well as with investors.
To read more about the Survey, and to access the Executive Report or request the Full Report, please visit the 2016 CIF Survey page.
John has developed his financial, operational and management business skills from a varied history of professional experiences. Following his lead role in the formation and launch of the Christian Investment Forum, John became the first Executive Director in order to continue the growth strategy of the non-profit trade association. The goal of CIF is to build awareness and credibility for faith based investing within the broader financial investment industry. In addition to his work at the Christian Investment Forum, Mr. Siverling is also a co-founder and President of Sentiens, LLC, an early stage healthcare technology company. He is also Managing Partner in JAS Ventures, LLC, a consulting firm focused on helping companies develop and execute faith integrated business practices.
John has been a frequent speaker and panelist, including at the University of Michigan Business School, MIT Forum, UNCC Five Ventures Business Plan Competition, and Kingdom Advisors among others. John holds a Bachelor of Business Administration degree from the University of Wisconsin and an MBA with Distinction from the University of Michigan Ross School of Business.