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 Support Group website, in partnership with Kingdom Advisors. The LPL/Kingdom Advisors Support Group 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
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3/26/19 QUARTERLY INSPIRATION CALL w/PAUL ANTHES
- If missed our recent call with Paul Anthes, you can replay the call to hear Paul's valuable teaching and best practices on developing yourself as a Christian financial advisor. Click on the Resource Library tab above to listen to the call.
LPL/KINGDOM ADVISORS SUPPORT GROUP LINKEDIN PAGE
- Join our LinkedIn page and get the latest group updates and news. CLICK HERE and get connected.
CALENDAR OF EVENTS
MAY 15, 2019 - BI-MONTHLY STUDY GROUP (Topic-Focus 2019 Update)
- Wednesday, 5/15/19 (2:30pm ET - 3:30pm ET)
- Call Instructions via LoopU
- To Access Online click here
- To Access by Phone - (877) 226-2799, Code 2420942#
- The LPL-Kingdom Advisors Study Group provides a LPL-focused platform to discuss growth strategies, industry best practices, Kingdom Advisors' business resources and much more on a bi-monthly basis. The group meets via webinar on the 3rd Wednesday of every other month.
JUNE 24, 2019 - QUARTERLY INSPIRATION CALL WITH Ron Blue
- Tuesday, 6/24/19 (4:00pm ET - 5:00pm ET)
- CLICK HERE to register for the call. A confirmation email will be sent to you with instruction on how to access the call.
- Contact Kingdom Advisors through the website chat function at www.kingdomadvisors.com
JULY 17, 2019 - BI-MONTHLY STUDY GROUP (Topic-Growing Enterprise Value)
- Wednesday, 7/17/19 (2:30pm ET - 3:30pm ET)
- Call Instructions via LoopU
- To Access Online click here
- To Access by Phone - (877) 226-2799, Code 2420942#
- The LPL-Kingdom Advisors Study Group provides a LPL-focused platform to discuss growth strategies, industry best practices, Kingdom Advisors' business resources and much more on a bi-monthly basis. The group meets via webinar on the 3rd Wednesday of every other month.
SEPTEMBER 18, 2019 - BI-MONTHLY STUDY GROUP (Topic-Fall Campaigns)
- Wednesday, 9/18/19 (2:30pm ET - 3:30pm ET)
- Call Instructions via LoopU
- To Access Online click here
- To Access by Phone - (877) 226-2799, Code 2420942#
- The LPL-Kingdom Advisors Study Group provides a LPL-focused platform to discuss growth strategies, industry best practices, Kingdom Advisors' business resources and much more on a bi-monthly basis. The group meets via webinar on the 3rd Wednesday of every other month.
NOVEMBER 20, 2019 - BI-MONTHLY STUDY GROUP (Topic-Generosity and Legacy Planning)
- Wednesday, 11/20/19 (2:30pm ET - 3:30pm ET)
- Call Instructions via LoopU
- To Access Online click here
- To Access by Phone - (877) 226-2799, Code 2420942#
- The LPL-Kingdom Advisors Study Group provides a LPL-focused platform to discuss growth strategies, industry best practices, Kingdom Advisors' business resources and much more on a bi-monthly basis. The group meets via webinar on the 3rd Wednesday of every other month.
Take your next step with the LPL/Kingdom Advisors Support Group. To get the most value from our advisor group, 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 review the 2019 conference)
GROUP OPPORTUNITIES (see Events Calendar tab)
- QUARTERLY INSPIRATION CALLS
- BI-MONTHLY LPL STUDY GROUP
- GROUP LINKEDIN PAGE (click here to join)
HIGHLIGHTS FROM THE 2018 KINGDOM ADVISORS ANNUAL CONFERENCE
The Resource Library, has two two specific categories of resources:
- Resources for personal development and enrichment
- to support you on your journey as a Christian advisor and to better understand the Christian investor market. (these resources have NOT been approved by LPL compliance for firm and client marketing efforts).
- Resources for firm and client marketing
- that have been approved by LPL Compliance. (these resources are specifically noted as approved by LPL Compliance).
FEATURED RESOURCE
"SIMPLIFYING THE MONEY CONVERSATION"
Kingdom Advisors' Founder - Ron Blue
CLICK HERE to watch
The results of a client managing life according to biblical principles are heartfelt peace, contentment and freedom. Wouldn't you like your clients to experience these results? However, instructing clients regarding these principles can be challenging. In this video, learn a simple framework "4Hs of Financial Wisdom" and how to apply it as a tool in your advice and client decision making process.
RESOURCE LIBRARY
Resources for Personal Development/Enrichment
- QUARTERLY ECONOMIC REVIEW WITH JERRY BOWYER (APRIL 2019) - CLICK HERE TO LISTEN
- QUARTERLY INSPIRATION CALL WITH PAUL ANTHES (3/26/19) CLICK HERE TO LISTEN or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 112-868-247#
- QUARTERLY INSPIRATION CALL WITH MITCH ANTHONY (12/4/18) CLICK HERE TO LISTEN or to Replay By Phone: Dial: (206) 402-0103 with Replay ID: 112-067-769#
- CHRISTIAN FINANCIAL INDUSTRY WHITE PAPER - "Understanding the Christian Market Segment" - CLICK HERE TO READ/DOWNLOAD
Resources approved by LPL Compliance for Firm/Client Marketing
- New Resources Coming Soon
FOR MORE INFORMATION
EMAIL – LPLKASupportGroup@lpl.com
PHONE - Ward Keever @ 302-234-5655
LINKEDIN – Click here for our group page or go to www.linkdedin.com/groups/
ADVISORY BOARD
- Aaron Larson - WaterRock Financial - Board Chair
- G. Ward Keever IV - Covenant Wealth Stragies, LLC - Vice Chair
- Bain Nickels - Co-Secretary
- Kelly Fennelly - Co-Secretary
- Eric Freckman - Guillaume & Freckman - Member at Large
- Ben Clark - Cornerstone Wealth Management LLC - Member at Large
- Loran Graham - Loran Graham and Co. - Past Board Chair
Kingdom Advisors | 280 Interstate North Circle SE, Suite 100 | Atlanta, GA 30339-2409 | 404.497.7680
© 2019 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
© 2019 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
