Brian Cochran, Financial Advisor, on Helping Clients Give Big and Give Efficiently (Ep. 142) скачать в хорошем качестве

Brian Cochran, Financial Advisor, on Helping Clients Give Big and Give Efficiently (Ep. 142)

Brian Cochran, CFP and Certified Kingdom Advisor, leads John Moore Associates, a nationally respected advisory firm known for its integration of biblical wisdom and financial strategy. After beginning his career as an educator, Brian was mentored by the firm’s founder, John Moore, before stepping into leadership and continuing the firm’s mission to help families steward their wealth with eternal purpose.   John Moore Associates stands out for its deeply rooted emphasis on generosity—equipping clients not just to give more, but to give with greater clarity, joy, and impact. Under Brian’s leadership, the firm has cultivated a unique culture where values-based planning and practical financial advice go hand in hand.   Brian offers powerful frameworks that help givers align their financial decisions with their deepest convictions. More importantly, he lives out what he teaches—modeling the joy and contentment that come from a generous life.   Major Topics Include: • Brian’s personal and spiritual background • His journey from education to faith-based financial planning • Coming to the intersection of faith and finance • The great impact of John Moore’s mentorship • Contentment as the start of good money management  • Advice for finding contentment • Frameworks for implementing contentment in personal and business finances • Creating a culture of generosity with associates and clients • The significance of tracking clients’ giving • The problem of over-saving  • Addressing the spiritual side of scarcity mindset • Giving opportunities through tax liabilities • Honoring God with your assets and income QUOTES TO REMEMBER • “Contentment is a key step to generosity.” • “Contentment comes with more satisfaction than always striving for more.” • “Can I continue to see all the abundance around me that other people have but say that I don’t need it?” • “Allowing and encouraging clients to give away the assets that we would otherwise manage and charge fees on is very counter-cultural and counter-intuitive, but it’s the best part of what we do.” • “When you oversave, you not only miss opportunities for giving, but you miss opportunities for living.” • “I’ve never met somebody who said that one of their financial goals was to be greedy, and you fight greed with generosity.” • “It’s way more fun to see a client give away seven figures than it is to see someone go through retirement or pay for their kid’s college education. Those things are great, but watching people satisfy generosity goals is where it’s at, and sometimes it takes dozens of conversations to get there.” LINKS FROM THE SHOW • John Moore Associates (https://www.johnmoore.com/) • Kingdom Advisors (https://kingdomadvisors.com/) (see our interview with founder, Ron Blue (https://www.finishlinepledge.com/epis...) ) • Russ Crosson (see our past interview here (https://www.finishlinepledge.com/epis...) ) • National Christian Foundation (https://www.ncfgiving.com/) (see our interview with President Emeritus, David Wills (https://www.finishlinepledge.com/epis...) ) • The Finish Line Community Facebook Group (  / finishlinecommunity  ) • The Finish Line Community LinkedIn Group (  / 12646338  ) BIBLE REFERENCES FROM THE SHOW 1 Timothy 6:6-7 | Godly Contentment   But godliness with contentment is great gain, for we brought nothing into the world, and we cannot take anything out of the world.   Proverbs 3:9 | Honor God with Income and Finances Honor the Lord with your wealth and with the firstfruits of all your produce; WE WANT TO HEAR FROM YOU! If you have a thought about something you heard, or a story to share, please reach out! You can find us on Instagram (  / finishlinepledge  ) , Facebook (  / finishlinepledge  ) , and LinkedIn (  / finish-line-pledge  ) . You can also contact us directly from our contact page (https://www.finishlinepledge.com/cont...) . If you want to engage with the Finish Line Community, check out our groups on Facebook (  / finishlinecommunity  ) and LinkedIn (  / 12646338  ) .