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How does a Kingdom Advisor introduce the topic of faith into client discussions in a way that feels natural and unforced? This session will explore the most effective ways to incorporate faith statements and spiritual diagnostic questions into your prospect/client discovery process. We will emphasize practical application of the information presented through a case study, table discussion, and group debrief of key takeaways.
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.