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This video from Jim Wise is part two in a teaching on the subject of client discipleship. Jim shares two examples in which Jesus engaged people where they were on the spiritual continuum – the woman at the well and the rich young ruler. Using these two examples, Jim teaches how to model Jesus’ example, using faith statements and diagnostic questions to help discern how to engage clients and prospects at a spiritual level, where they currently are.
Jim Wise is a senior partner and senior private wealth advisor for the Private Wealth division of Ronald Blue Trust. A frequent conference speaker for churches and faith-based organizations, Jim also teaches a weekly Bible study in the Lake County Jail. Jim has written three books: a Bible study workbook, Five Steps to Financial Freedom; Spiritual Gifts, Plain and Simple; and Inheritolatry: The Final Obstacle to Completing the Great Commission. He has also earned the Certified Kingdom Advisor® designation. Jim and his wife, Lori, live in Orlando, Florida and have six adult children and six grandchildren.