Listen "Why Virtue Matters Most"
Episode Synopsis
It’s not about how much you know. It’s about who you are.In today’s episode of Plan to Prosper, we explore the five core virtues that guide every relationship, recommendation, and decision at our firm. Technical skill is expected. But it’s virtue that earns trust, sustains wisdom, and reflects biblical stewardship. If you’ve ever wondered what really makes a good financial advisor, this episode will show you what to look for.What you’ll learn:Why technical expertise is not enoughHow character shapes long-term client relationshipsThe five virtues our firm lives byWhy trust is built through action, not performanceHow biblical values inform financial decisionsSubscribe for future episodes filled with practical tools and timeless biblical wisdom.Advisory Services offered through Stonecrop Wealth Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information contained in this presentation has been compiled from third party sources and is believed to be reliable as of the date of this report. Past performance is not indicative of future returns and diversification neither assures a profit nor guarantees against loss in a declining market. Investments involve risk and are not guaranteed.
More episodes of the podcast Plan to Prosper
Preparing for the Unexpected
05/11/2025
Crafting Your Purpose
29/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.