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Karen Guess interviews a panel of advisors on the topic of “Discipling Clients toward Greater Contentment.” The call participants have given much thought and attention to drawing their clients into a journey of contentment via the financial counsel that they offer. Hebrews 13:5 says, “Keep your lives free from the love of money and be content with what you have, because God has said, ‘Never will I leave you; never will I forsake you.’” Learn how to take the very important question of “How much is enough?” and use it as a springboard to engage with clients in a deeper discussion about their beliefs, attitudes and financial decisions. You will be inspired and motivated toward more intentional client conversations as you benefit from the collective wisdom offered on this recording!
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.
Jeff Rogers is the Founder and Chairman of Stewardship Advisory Group and Stewardship Legacy Coaching. In addition to his own practice, Jeff also mentors & disciples other advisors across the country. Jeff has worked with churches and ministries and their donors for over 30 years in helping to release resources for the fulfillment of the Great Commission. In 2009, Jeff was honored to be the first recipient of an award from Kingdom Advisors for leadership in the area of Charitable Giving, and in 2013 he was honored to be the recipient of the Larry Burkett Award from Ron Blue and Kingdom Advisors; their highest honor. Jeff has been happily married to his wife Cathy for over 27 years; they live in Clermont, Florida.
Janice Thompson's interest in all things financial go back to her earliest childhood memory. After years of counseling people in financial basics, she began to focus on a career in the industry in 1993. During the next decade she earned a Master's Degree in Financial Services and the CFP® designation, and launched Strategic Financial Solutions, Inc. In 2014 she merged her practice with Audrey Coleman and jointly they formed One Degree Advisors. She is passionate about assisting affluent families with meaningful gift planning and legacy wealth transfer as well as working with women going through transitions. Janice enjoys speaking on various financial topics as well as mentoring other financial professionals. She and her husband, Tom, have two grown children and are actively involved with several non-profit organizations. Janice also currently serves on the Board of Directors for Kingdom Advisors.
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.