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This is a document that helps you identify clients who are spiritually disinterested and then chart a path forward, using specific next step ideas, to be able to connect with them and move them along the spiritual continuum.
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.