This lesson is part one of a two-part conversation in which you’ll hear from a panel of experts - Ron Blue, John Dodd, Sharon Epps and Jim Wise - on the topic of Heart-Level Conversations: How do I earn the right to have difficult conversations with my clients? These experts will share from their experience with clients and families as they reveal important tools for engaging with clients.
Ron is widely considered to be the father of Christian Financial Planning. He is the founder or co-founder of Ronald Blue Trust, National Christian Foundation, Kingdom Advisors, and The Ron Blue Institute of Financial Planning. He is also the author of more than 20 books and has served on the boards of numerous organizations. Ron and his wife, Judy, have been married for 53 years, have five children and 13 grandchildren, and live in Atlanta.
John Dodd is a senior private wealth advisor with Ronald Blue Trust in Nashville, TN. He graduated from the University of Mississippi and received his Master of Taxation from Georgia State University. John has been a featured speaker in secular and Christian venues including the American Institute of Banking, Federal Reserve, Tennessee Bar Association, Kingdom Advisors and Focus on the Family. John is the author of a book entitled Rx for a Medical Marriage: A Guide to Harmony based, in part, on his own marriage to a doctor and having been reared in a medical family. John and his wife, Kathleen, have been married twenty-nine years and have two daughters.
Sharon Epps is a co-founder of Women Doing Well. Sharon has a background in corporate banking, as a stewardship pastor, and as an executive with Crown Financial Ministries. As a speaker and consultant, Sharon helps churches and individuals energize stewardship and generosity through her firm, Kinetic Consultants, as well as incubating innovative ways to reach next-gen women through Freestyle Living, Inc.
Jim Wise is senior partner and senior private wealth advisor for the private wealth division of Ronald Blue Trust and is also an in-demand teacher and speaker. He is the author of several books and lives in Orlando with his wife, Lori, and the youngest of their six children.