Welcome to the LPL/Kingdom Advisors Community website. In partnership with Kingdom Advisors, our LPL/Kingdom Community is an advisor-led group offering community, training, and resources to any LPL Financial advisor who desires to deliver professional financial advice that aligns with the values and priorities of their Christian and faith-based clients.
SPECIAL ANNOUNCEMENTS
- $500 SCHOLARSHIPS FOR FIRST-TIME LPL KINGDOM ADVISORS CONFERENCE ATTENDEES - The LPL/KA Community is pleased to offer limited $500 scholarships to first-time LPL Kingdom Advisors Conference Attendees. Thanks to a very generous and anonymous donor, our LPL/KA Community is excited to offer these limited scholarships. The price of the KA Conference for 2022 is $945. To apply for a $500 scholarship, please complete the application below for additional details. If you are already registered but would qualify for the scholarship, please complete the application. A member from our LPL/KA Community Board will be in touch with those who complete the application regarding next steps. COMPLETE THE APPLICATION.
- $500 SCHOLARSHIPS FOR THE CKA® EDUCATIONAL PROGRAM BUNDLE - The LPL/KA Community is excited to offer limited $500 scholarships for the CKA® Educational Program (the required training for the CKA® designation). Through a generous and anonymous donor, these limited scholarships are available to offset the cost of the CKA® bundle which includes the training plus one-year of KA membership. Kingdom Advisors has also partnered with us to offer a discounted bundle cost of $999 (vs regular pricing of $1,159). As a result, your net cost is only $499! Many LPL advisors have already taken advantage of this incredible opportunity and we only have a limited number of scholarships available, so register now for this valuable training before they are gone and make it a goal to get your CKA® designation in 2021. Join hundreds of LPL advisors who have already earned their CKA®. CLICK HERE to register now!
- LPL/KA COMMUNITY FUND - We are excited to announce that we have partnered with The Signatry to successfully establish our LPL/Kingdom Advisors Community Fund - a charitable Donor Advised Fund. The LPL/KA Community Fund is designed to financially support our collective goal of expanding our influence so that more LPL advisors are equipped to serve their Christian clients who desire biblical financial advice. We also desire to provide special benefits and offerings to the LPL/KA Community at large. To learn more about the Signatry, we encourage you to watch the Video Interview between our LPL/KA Community Board Member, Rusty Russell and Steve French, President of The Signatry.
- How Can I Support The LPL/KA Community Through My Charitable Giving?
Donate Page:
- Visit our LPL/KA Community Fund to complete the donate form.
- The donate form gives the option for donating via credit card, debit card or e-check.
- You can choose to give a one-time gift or set up a recurring gift.
- Once you give through the form it takes about 3-5 business days before the funds are available to use in the fund.
- Text To Give:
- Text “#” plus the keyword, “LPLKA” to 323-443-3332.
- Once your text is sent, you will be prompted with instructions on how to complete the transaction.
- NOTE: It is important that the hashtag is included with the keyword. #LPLKA
- How Can I Support The LPL/KA Community Through My Charitable Giving?
Donate Page:
- LPL/KINGDOM ADVISORS COMMUNITY LINKEDIN PAGE - Join our LinkedIn page and get the latest group updates and news. CLICK HERE and get connected.
UPCOMING EVENTS:
2022 KA Annual Conference
February 23rd – 25th
Orlando World Center Marriott
LPL/KA Community Annual Open Board Meeting
Register- Date: Thursday, February 24th
- Time: 4:30 pm
- Location: TBD
- Description: Join our LPL/KA Annual Open Board meeting to learn more about accomplishments from 2021 and exciting initiatives for 2022, including the roll-out of a BRI turn-key solution for LPL advisors. Everyone is invited and welcome to attend!
LPL/KA Community Annual Prayer Breakfast
- Date: Friday, February 25th
- Time: 8:00 am
- Location: TBD
- Description: Every year, our LPL/Kingdom Advisors Community gathers at the annual KA Conference in the true spirit of Jesus Christ to discover how we can be more effective as leaders and advisors serving the Christian client.
Our Community is an LPL advisor-led group offering community, training, and resources to any LPL advisor who desires to deliver professional financial advice that aligns with the values and priorities of their Christian clients.
Join us for our in-person Prayer Breakfast & Fellowship this year to learn more about our LPL/Kingdom Advisors Community and gather as a Community!
| Register | |
|---|---|
| Event: | Quarterly Inspiration Call |
| Date: | Wednesday, January 19 at 3 pm ET |
| Title: | God and Money: Discovering God’s Generosity at Harvard Business School |
| Speaker: | Greg Baumer is coauthor of God and Money – How We Discovered True Riches at Harvard Business School and True Riches: What Jesus Really Said about Money and Your Heart. Greg and his coauthor John Cortines have contributed to national media outlets including Moody Radio, NY Daily News, and RELEVANT Magazine, and speaks regularly at large churches and conferences around the country. It was while taking a course at Harvard Divinity School called God & Money that Greg began to think deeply about the intersection of faith and finance. Through a deep study of Scripture on the subject of money, Greg began to understand that when it comes to generosity, God wants something for us, not from us. Since that time, Greg has become convinced that God offers a unique joy to those who choose to live generously, and has become passionate about spreading the message that generosity is best thought of as a unique opportunity given to us by God to step alongside Him in the fulfillment of His Kingdom. |
Take your next step with the LPL/Kingdom Advisors Community. To get the most value from our advisor community, below is list of opportunities to help you continue to grow as an LPL Financial advisor serving the Christian market segment.
CERTIFIED KINGDOM ADVISOR® (CKA®) designation is compliance approved by LPL Financial and added to the approved/accommodation list as permitted for all advisors (except for those advisors registered in the state of Oregon). LPL is one of the leading national firms allowing the CKA® designation to support advisors better serve the Christian consumer market segment. Hundreds of LPL advisors have earned this industry leading designation. The approval of the CKA® designation also positions our advisors and LPL Financial to more competitively retain and recruit advisors who want to serve the rapidly growing Christian client segment. CLICK HERE to learn more about the CKA® designation.
NEXT STEPS
- KA MEMBERSHIP (click here to join)
- CKA® DESIGNATION (click here for more info)
- KA STUDY GROUPS (click here to find one near you)
- 2022 KA ANNUAL CONFERENCE (Orlando, FL - Feb. 2022) - (more details to come)
ENGAGEMENT OPPORTUNITIES
- QUARTERLY INSPIRATION CALLS
- BI-MONTHLY LPL STUDY GROUP CALLS
- GROUP LINKEDIN PAGE (click here to join)
RESOURCES INCLUDE:
- Featured Resources - special value-add resources highlighted for your referenceQuarterly Inspiration Calls - recordings of past conference calls featuring various special guests to encourage and educate you. (these resources have NOT been approved by LPL Compliance)
- Bi-Monthly Study Group Calls - interactive calls every other month featuring special presenters and guests focused on helping you apply biblical financial wisdom into your client advice. (these resources have NOT been approved by LPL Compliance)
- Other Resources - various selected resources to support your personal and professional development (these resources have NOT been approved by LPL Compliance)
- Resources Approved by LPL Compliance for Firm and Client Marketing Purposes - Compliance approved resources which have been formally approved by LPL Compliance.
FEATURED RESOURCES
- "UNDERSTANDING THE CHRISTIAN MARKET SEGMENT" - Kingdom Advisors White Paper on the Christian Financial Industry.
Download
A must-read and in-depth review of the Christian financial industry including: the business opportunity for advisors and firms, the financial planning differentiators of Christian clients, and the market impact of Christian financial advisors.
- ADVISOR UNIVERSITY WEBINAR (5/13/20)
Listen to the Replay
Kingdom Advisors and our LPL/KA Community Group were featured on a LPL Advisor University call on May 13th, 2020. LPL/KA Community Board Chair Ward Keever interviewed KA President Rob West on the topic of "Serving The Faith-Based Client." This was a huge opportunity for our community to increase our visibility, awareness and impact as over 560 LPL advisors registered for the event.
RESOURCE LIBRARY
Quarterly Inspiration Calls
- 09/21/21 - Brad Formsma, author - Kingdom Advisors Quarterly Inspirational Call with Brad Formsma on Seven Ways To Be More Generous At Home And Work.
Watch the Replay - 08/17/21 - Mark Whitacre PhD, Executive Director @t-factor Coca Cola Consolidated - Kingdom Advisors Quarterly Inspirational Call with Mark Whitacre on When Good Leaders Loose Their Way.
Watch the Replay - 04/20/21 - Todd Harper, Co-Founder at Generous Giving - Kingdom Advisors Quarterly Inspirational Call with Todd Harper on The Heart of The Advisor.
Watch the Replay - 01/14/21 - George Barna - Kingdom Advisors Quarterly Inspirational Call with George Barna on Why Worldview Matters.
Watch the Replay - 12/15/20 - Dan Klein - Kingdom Advisors Quarterly Inspirational Call with Dan Klein on My 359
Watch the Replay - 6/23/20 - Jay Bennett - Kingdom Advisors Quarterly Inspirational Call with Jay Bennett.
Listen to the Replay Password: AyTTR3BZ - 12/17/19 - Danny Weurffel - Executive Director of Desire Street Ministries, 1996 Heisman Trophy winner for 1996 National Champions Florida Gators, and former NFL Quarterback.
Listen to the Replay or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 118-894-449## - 9/17/19 - Scott Seese - Managing Director and Chief Information Officer for LPL Financial.
Listen to the Replay or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 117-613-974# - 6/25/19 - Ron Blue, CEO of Ronald Blue Institute and Founder of Kingdom Advisors.
Listen to the Replay or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 115-398-831# - 3/26/19 - Paul Anthes, President-Financial Advisory Corp, and Founder-R3 Coaching.
Listen to the Replay or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 112-868-247# - 12/4/18 - Mitch Anthony -
Listen to the Replay or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 112-067-769#
Bi-Monthly Study Group Calls
- 12/15/21 - LPL-Kingdom Advisors Bi-Monthly Study Group
Topic: The Signatry Announces A No-Asset-Fee Donor Advised Fund! Dale Armstrong. President, South Region
Watch the Replay - 7/21/21 - LPL-Kingdom Advisors Bi-Monthly Study Group
Topic: Improving Your Clients' Estate Plans Using Their Donor Advised Funds. Erik Schartner
As a financial advisor, you play a key role encouraging your clients to keep their estate plans up to date. You are also uniquely positioned to understand the financial and philanthropic goals of your clients. Donor advised funds can play a role in every estate plan from the most simple to the most complex, and you have the opportunity to help their clients streamline key decisions by properly understanding these opportunities.Watch the Replay - 5/19/21 - LPL-Kingdom Advisors Bi-Monthly Study Group
This presentation will give an overview of many charitable strategies that may be utilized in your advisory practice. Evan Lange from the Signatry will share real life examples and stories of how high net-worth individuals can increase their charitable giving through a donor advised fund and minimize taxes. Some of these strategies will include using complex asset, like investment real estate and closely-held businesses.Watch the Replay - 3/16/21 - LPL-Kingdom Advisors Bi-Monthly Study Group
Topic: Tax Favored Strategies for Charitable Giving and Fostering Generosity. Craig Horner
Craig joined the financial services industry over 30 years ago. He has served three terms on the Board of Directors for the International Association of Financial Planning and has been a member of the Planned Giving Roundtable since 1989. He has also served on the Board of Directors for Planned Giving for ten charitable organizations and was the Board President for the Southern Caregiver Resource Center. Craig is now a Sr. Financial Planning Consultant for LPL Financial.Watch the Replay - 01/20/21 - LPL-Kingdom Advisors Bi-Monthly Study Group
Topic: How to Have The Talk: Lessons from the Field Mark Wambolt and Chris Grogan
Summary: While many advisors are personally convicted about the need for a values-based investing approach, many of them struggle with how to introduce this topic into their client conversations.
Mark Wambolt and Chris Grogan have spent over a dozen years meeting with thousands of financial advisors. This presentation is a compilation of best practices gleaned from many personal stories of successes and failures from a diverse range of financial advisors, along with practical ways to implement Biblical Responsible Investing. Take this opportunity to put those conversations into your practice with practical application and guidance from Chris Grogan and the team at Eventide. They will analyze and help build a BRI portfolio that's best for you and your clients.
Watch the Replay - 11/18/20 - LPL-Kingdom Advisors Bi-Monthly Study Group
Topic: Investing for Your Clients' Values Wil Loftland
Summary: The increasing number of BRI mutual funds and ETF's available make it easier than ever to construct well diversified portfolios for clients that also more closely match their own values. Will Lofland will share some of the expertise of GuideStone in how they approach portfolio construction, and give examples of portfolios using various fund families already available that can make the process simpler for you and your clients.
Watch the Replay - 9/16/20 - LPL-Kingdom Advisors Bi-Monthly Study Group
Topic: Can you have Faith in ESG? Jordan Izumi, CFP® Vice President, Advisor Solutions Group @Crossmark Global Investments
Watch the Replay - 7/15/20 - LPL-Kingdom Advisors Bi-Monthly Study Group
Topic: Kingdom Advisors Dispelling Myths - Performance Study on CIF Funds.
Listen to the Replay to the Replay Password: RwCZra69 - 6/10/20 - LPL-Kingdom Advisors Bi-Monthly Study Group
Topic: The 3 Legged Stool of Faith Driven Investing Date:Wednesday, June 10, 2020.
Listen to the Replay to the Replay Password: mRMXtrn2
Other Resources
- Topic: LPL/Kingdom Advisors Community Break-Out Session
Summary: Join us in prayer followed by opening remarks from LPL Leadership. Our LPL/KA Community Board Member, Rusty Russell will also share his personal testimony of how the LPL/Kingdom Advisors Community has impacted his faith and his business.
Date: 11/19/20
Watch to the Replay - LPL Virtual Focus Conference 2020 (LPL/KA Community Prayer Breakfast)
Topic: The LPL/KA Community Group special prayer breakfast including prayer, updates and special announcements. Date: 8/20/20
Listen to the Replay Password: EpqDAYM3 - "Simplifying the Money Conversation" by Kingdom Advisors' Founder-Ron Blue
Watch - Quarterly Economic Review with Jerry Bowyer (April 2019)
Listen to the Replay - Christian Financial Industry/Kingdom Advisors White Paper - "Understanding the Christian Market Segment"
Read/ Download - "The Healthy Business Index" - Paul Anthes, R3 Coaching
Read/Download
Resources Approved by LPL Compliance for Firm/Client Marketing
- New Resources Coming Soon
FOR MORE INFORMATION
- EMAIL – LPLKACommunity@lpl.com
- PHONE - Ward Keever @ 302-234-5655 - LPL/KA Community Board Chair
- CLICK HERE for our LinkedIn Group Page
LPL/KINGDOM ADVISORS COMMUNITY BOARD
- G. Ward Keever IV - Board Chair, ward@covenantwealthstrategies.com
- Aaron Larson - Vice Chair, alarson@waterrockfinancial.com
- Kate Redden - Secretary, kate@imwealthcare.com
- Rusty Russell - Treasurer, rusty@covenant-wm.com
- Eric Freckman - Member at Large, eric@gf-wealth.com
- Ryan Heacock - Member at Large, ryan@fellowshipfp.com
- Steven Henderson - Member at Large, shenderson@unionfinancial.com
- Pete Lesnik - Member at Large, peter.lesnik@lpl.com
- Sean Weaver - Member at Large, sean@onexvi.com
- Cody Hobelmann - Member at Large, cody.hobelmann@lpl.com
Kingdom Advisors | 3301 Windy Ridge Pkwy SE, Suite 50 | Atlanta, GA
30339-8598 | 404.497.7680
© 2022 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
© 2022 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
