CERTIFIED KINGDOM ADVISOR® (CKA®) DESIGNATION - The Certified Kingdom Advisor® (CKA®) designation has been formally 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 now becomes one of the only large firms allowing the CKA® designation to help advisors better serve the Christian consumer market segment. The approval of the CKA® designation also positions our advisors and LPL Financial to more competitively recruit advisors who want to serve this rapidly growing client segment.
Welcome to the LPL/Kingdom Advisors Community website, in partnership with Kingdom Advisors. The 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 clients.
SPECIAL ANNOUNCEMENTS
LPL/KINGDOM ADVISORS COMMUNITY LINKEDIN PAGE
- Join our LinkedIn page and get the latest group updates and news. CLICK HERE and get connected.
ADVISOR UNIVERSITY WEBINAR
Kingdom Advisors and our LPL/KA Community Group were recently featured on a LPL Advisor University call on May 13th, 2020. LPL/KA Community Board Chair, G. Ward Keever, IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA interviewed Rob West, Kingdom Advisor's President on the topic of "Serving The Faith-Based Client". This was a huge opportunity for our community to increase our visibility and awareness as over 500 LPL advisors registered for the event. Stay tuned for instructions on how to access the webinar recording.
| Event: | LPL-Kingdom Advisors Bi-Monthly Study Group |
|---|---|
| Topic: | Dispelling Myths – A Performance Study of CIF Funds |
| Date: | Wednesday, May 20, 2020 11:30 am PT/2:30pm ET |
| Register | |
| Event: | LPL-Kingdom Advisors Bi-Monthly Study Group |
| Topic: | Comparing Faith Driven Investing with ESG |
| Date: | Wednesday, July 15, 2020 11:30 am PT/2:30 ET |
| Register | |
| Event: | LPL-Kingdom Advisors Bi-Monthly Study Group |
| Topic: | Portfolio Construction with FDI Products |
| Date: | Wednesday, September 16, 2020 11:30 am PT/2:30pm ET |
| Register | |
| Event: | LPL-Kingdom Advisors Bi-Monthly Study Group |
| Topic: | Sharing Faith Driven Investing |
| Date: | Wednesday, November 18, 2020 11:30 am PT/2:30ET |
| Register |
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.
NEXT STEPS
- KINGDOM ADVISORS MEMBERSHIP (click here to join)
- CERTIFIED KINGDOM ADVISOR® (CKA®) DESIGNATION (click here for more info)
- KINGDOM ADVISORS STUDY GROUPS (click here to find one near you)
- 2020 KINGDOM ADVISORS ANNUAL CONFERENCE (click here to register)
GROUP OPPORTUNITIES (see Events Calendar tab)
- QUARTERLY INSPIRATION CALLS
- BI-MONTHLY LPL STUDY GROUP
- GROUP LINKEDIN PAGE (click here to join)
Resources Include:
Quarterly Inspiration Calls - Audio recordings of past conference calls featuring various special guests to encourage and educate you. (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 RESOURCE
"UNDERSTANDING THE CHRISTIAN MARKET SEGMENT" - Kingdom Advisors White Paper on the Christian Financial Industry
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.
RESOURCE LIBRARY
Quarterly Inspiration Calls
- Danny Weurffel - Executive Director of Desire Street Ministries, 1996 Heisman Trophy winner for 1996 National Champions Florida Gators, and former NFL Quarterback (12/17/19) LISTEN or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 118-894-449##
- Scott Seese - Managing Director and Chief Information Officer for LPL Financial (9/17/19) LISTEN or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 117-613-974#
- Ron Blue, CEO of Ronald Blue Institute and Founder of Kingdom Advisors (6/25/19) LISTEN or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 115-398-831#
- Paul Anthes, President-Financial Advisory Corp, and Founder-R3 Coaching (3/26/19) LISTEN or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 112-868-247#
- Mitch Anthony (12/4/18) LISTEN or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 112-067-769#
Other Resources
- "SIMPLIFYING THE MONEY CONVERSATION" by Kingdom Advisors' Founder-Ron Blue - CLICK HERE to watch
- QUARTERLY ECONOMIC REVIEW WITH JERRY BOWYER (APRIL 2019) - CLICK HERE TO LISTEN
- CHRISTIAN FINANCIAL INDUSTRY WHITE PAPER - "Understanding the Christian Market Segment" - CLICK HERE TO READ/DOWNLOAD
- "THE HEALTHY BUSINESS CHECKLIST" - Paul Anthes, R3 Coaching - CLICK HERE TO 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
- Tim O'Connor - Secretary, tim@oconnorwealth.com
- Loran Graham - Past Board Chair, Loran@lorangraham.com
- Bain Nickels - Member at Large, bain@nickelswealth.com
- Eric Freckman - Member at Large, eric@gf-wealth.com
- Bryan Mise - Member at Large, bryan@myinvestingadvisor.com
- Rusty Russell - Member at Large, rusty@covenant-wm.com
Kingdom Advisors | 3301 Windy Ridge Pkwy SE, Suite 50 | Atlanta, GA
30339-8598 | 404.497.7680
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© 2020 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
