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This Listening Guide accompanies the Study Group Pursuing Contentment in Client Investing, in which Vince Birley and Jerry Bowyer of Vident Financial share their experiences and perspective on encouraging client contentment in light of the past decade's economic upheaval and the discontent that happens in almost any advisory practice.
Vince Birley, CFP®, AIFA®, is chief executive officer of Vident Financial. Prior to this, he was the chief strategy officer and executive vice president of advisor services for Ronald Blue & Co. As Chief Strategy Officer, Vince was responsible for identifying and developing the firm's strategic direction, including with its strategic business partners and client development. As executive vice president of advisor services, he is responsible for the tools, technology, and services that advisors use in serving clients. Prior to joining the firm in 2000, Vince was a founder and principal with Atlantic Capital Management, LLC, where he served as managing partner. Vince holds a B.A. in Business from Central College. He and his wife, Susan, have three children and live in Atlanta, Georgia.
Jerry Bowyer is the chief economist of Vident Financial, editor of Townhall Finance, and president of Bowyer Research. He is a Forbes.com columnist and has been a frequent commentator on Fox Business News, Fox News, and CNBC. He has been a contributing editor of National Review Online, The New York Sun, and Townhall Magazine, and he has written for the Wall Street Journal and for numerous other publications. Jerry lives in Pennsylvania with his wife, Susan, and the youngest three of his seven children.
Rob West is the President of Kingdom Advisors, a professional association promoting the integration of a biblical worldview into financial practices. Rob serves as primary spokesperson for the organization along with giving leadership to organizational strategy and content. Rob's has dedicated his professional career to working at the intersection of faith and finance, having led a successful faith-based financial services firm, serving as the host of several radio programs on a biblical approach to finance, and speaking frequently on matters of faith and finance. He is also the host of the nationally syndicated radio programs, MoneyWise Live, MoneyWise, and MoneyWise Minute. Rob and his wife, Julie, live in Roswell, GA with their four children.