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How do we break the ice and start a spiritual conversation with our non-Christian clients? The idea can be intimidating, especially if we’ve served the client for years without mentioning our faith. It’s a common dilemma among Christian financial advisors. Kingdom Advisor Jim Wise has developed a Spiritual Continuum tool to identify each client’s spiritual status, along with a practical, repeatable, and effective template for initiating those conversations. (Part one of two)
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.