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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 Blue 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 for 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 55 years, have five children and 13 grandchildren, and live in Bloomington, Indiana.
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 the Chief Operating Officer and Director of Training for Kingdom Advisors. Sharon has a background in corporate banking, as a stewardship pastor, and as an executive with Crown Financial Ministries and Generous Church. Sharon was also a co-founder of Women Doing Well. Sharon’s passion is to energize stewardship and generosity through highly-leveraged leaders.
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.