Episode 43: Purpose-Driven Wealth Planning for High-Net-Worth Clients скачать в хорошем качестве

Episode 43: Purpose-Driven Wealth Planning for High-Net-Worth Clients

What happens when values and financial advice don’t align? This episode explores how purpose-driven planning can reshape the advisor-client relationship—and why it matters more than ever for high-net-worth families. In this episode of Sterling Insights, Roger sits down with Darryl Lyons, co-founder of PAX Financial Group and a Certified Financial Planner. Together, they explore purpose-driven financial planning through a Judeo-Christian lens, sharing valuable insights and practical tips for advisors and clients alike. Darryl draws from his extensive experience working with business owners and high-net-worth families to discuss value alignment, charitable giving strategies, and navigating today’s complex economic environment, offering actionable advice for financial professionals and faith-driven investors. This episode is a must-listen for advisors who serve high-net-worth clients and want to lead with purpose, providing both knowledge and tools to navigate this important subject. Key Takeaways: ● ✝️ Aligning Faith and Finance: Why purpose-driven planning resonates with clients who want their investments to reflect their core values. ● 💼 Ideal Client Profile: How PAX Financial serves business owners with $10M+ net worth, especially those approaching succession. ● 📈 Net Asset Flow as Growth Metric: Why Darryl prefers tracking organic AUM growth over total assets. ● 🎁 Strategic Generosity: How donor-advised funds and thoughtful giving strategies can help clients give meaningfully—and tax-efficiently. ● 🧩 Navigating ESG & Proxy Voting: A candid look at how ESG investing intersects (and conflicts) with Judeo-Christian values. Quotes from Darryl Lyons: ● "He didn’t want to wrestle with the why of giving—he wanted someone who already believed in it, and would focus on how to do it well." ● "If you're using the Lord’s name just to garner business, that’s using it in vain—and I take that seriously." ● "We charge a modest fee because people value what they pay for—and we want them to take action." 🔗 Conclusion: Purpose-driven financial planning isn’t just about performance—it’s about trust, alignment, and helping clients live out their values through their wealth. Connect with Darryl: Website:  ⁠https://paxfinancialgroup.com/⁠ Connect with Roger: Website:  ⁠https://www.sterlingfoundations.com⁠ Facebook:  ⁠  / ⁠   Twitter:  ⁠https://x.com/SterlingFndMgt?mx=2⁠ LinkedIn:  ⁠  / ⁠