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Kingdom Conversations is a system for facilitating biblically wise conversations with clients, using straightforward tools and resources. It offers a step-by-step process to engage in significant conversations with your clients. This module teaches how to walk clients through the wealth transfer process, including Ron Blue's process for dealing with decisions decisions about transfer, treatment, timing, title, tools and techniques, and talk (family communication). This diagram shares the six key decisions in the wealth transfer process and it provides key questions associated with each decision.
Ron Blue is widely considered to be the father of Christian financial planning. He is the founder or co-founder of Ronald Blue Trust, National Christian Foundation, Kingdom Advisors, and The Ron Blue Institute for Financial Planning. He is also the author of more than 20 books and has served on the boards of numerous organizations. Ron and his wife, Judy, have been married for 55 years, have five children and 13 grandchildren, and live in Bloomington, Indiana.