Faith-Based Investing Survey Question Title * 1. To what extent are you currently implementing faith-based or values-based investing? I incorporate for all client portfolios I am using it for some clients I am not utilizing it at all, but I'm interested I am not utilizing it at all; does not fit strategic goals for my practice OK Question Title * 2. What is the biggest obstacle you face in implementing faith-based investing? Difficulty in starting the conversation Working with clients who don’t care about the issue even when I bring it up Worried about a “slippery slope” – not knowing where to draw the lines in evaluating investments based on this type of qualitative screens Dealing with potential performance or cost objections Difficulty in implementing or scaling the management of those types of portfolios Worried about what to say to long-time clients who could wonder why I didn’t bring it up before Other (please specify) OK Question Title * 3. What training topic(s) do you think would be most helpful? (Choose up to 3) How to start the conversation with clients and prospects about faith-based investing How to use faith-based investing to differentiate your firm How to incorporate faith-based investing into your overall service offering Understanding the Biblical basis for integrating values into investing Overcoming objections Understanding investment options, portfolio construction, and screening methodology How to utilize and interpret ratings and screening tools Faith-based investing within the realm of SRI/ESG/Impact investing & broader industry trends Doing well and doing good – The rational and empirical case for utilizing positive social screening Other (please specify) OK Question Title * 4. How would you prefer to engage with this type of training? (Choose only one) Live webinars – with Q&A and potential for collaboration from attendees Recorded webinars Written content/curriculum Podcasts / Recorded interviews & conversations OK Question Title * 5. What type(s) of resources would be most helpful to you? (Choose up to 3) Articles Conversation starters Animated videos Practice management tools Power point presentation slides I could use with clients Other (please specify) OK Question Title * 6. Which of the following best characterizes your investment approach? I only use low cost, passive investments I only use actively managed investments I use both active and passive investments OK Question Title * 7. How many clients do you have who are religious or have strong faith convictions (that you know of)? Many Some Few None OK Question Title * 8. If you have joined our Faith-Based Investing series, which session was most helpful to you? Session 1 - How to Articulate and Demonstrate Unique Value to Clients Session 2 - An Introduction to Faith-Based and Values-Driven Investing Session 3 - How to Integrate Faith-Based Investing Into Your Practice N/A - I have not watched the webinars Add any comments below OK Question Title * 9. We hope to provide forums for advisors to learn from each other. Would you be interested in participating on a future call to share some of your own experiences? Yes No Maybe OK Question Title * 10. Do you have any other feedback, suggestions, or questions you would like to share with us? OK Question Title * 11. Please provide your name and email below. First and Last Name Email Address OK DONE