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Ron Blue interviews Randy Schroeder and other advisors on the topic of “Engaging Clients in a Global Viewpoint.” The advisor panel on this call has given much thought and attention to drawing their clients into global opportunities for engagement and generosity. They seek to showcase the church at work and to allow their clients to meaningfully participate in the work of the church around the world. Learn about the conversations they have with their clients as well as the specific engagement opportunities that they provide their clients who wish to go deeper into global awareness and global generosity. You will be inspired by their creative ideas and you will be touched by the impact that engaging firsthand with global need is having in clients’ lives.
Randy Schroeder, CFP®, is managing director for Ronald Blue Trust’s branch office in Houston, Texas, having joined the company in 1992. In addition to his leadership role at Ronald Blue Trust, Randy focuses on determining how individuals can meet their life goals through proper management of their financial resources. Prior to joining the firm, Randy served as Vice President and manager with Bank One in Houston. Randy earned his BBA in Finance from the University of Texas. He and his wife, Staci, live in Houston, and have three children and one grandchild.