Jim Wise teaches us to disciple clients by learning from the seven types of encounters Jesus had with people during His ministry. Jim has searched the scripture to discover how Jesus Himself interacted in the discipleship process, and he shares practical insights from those interactions to train about how to interact with our believing and non-believing clients. By examining Christ’s interactions with people at their various points of need, transition, question, or circumstance, advisors can learn how to meet their clients where they are and disciple them toward a new or toward a deeper relationship with the Lord.
Jim Wise is a senior partner and senior financial advisor for the private wealth division of Ronald Blue Trust. He is a frequent conference speaker for churches and faith-based organizations, and he 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.