Generosity as a Differentiator in Advising

By The Signatry 2 years ago. Generosity ToolsAdvising Strategy

“It’s a lot more fun to have clients that are making an impact in their country, in the world, and in their communities. I would encourage all advisors, accountants, and estate planning folks to get involved in this generosity movement, because it really takes all of us.”

Jeff Dobyns has enjoyed extraordinary success providing comprehensive financial planning over 25 years. He has a wealth of knowledge as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), and he is the President of Southwestern Investment Group. Jeff serves as an advisor to donors at The Signatry, partners through The Signatry on advisor managed accounts (AMAs), and serves on our Tennessee advisory board.

Through all of his experience and on top of his technical expertise, Jeff’s faith has guided both his personal life and his work. This has led him to discover a unique opportunity by incorporating generosity and biblical principles with his clients. He has seen the Lord grow his family, his clients, and make tremendous impact in the Kingdom.

To learn more on the strategy of connecting with clients on values like generosity and legacy, visit our article Connecting with Clients on Values by Alan Pratt.

The Signatry
The Signatry

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