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“It can be overwhelming to figure out how to practically integrate Biblical financial principles into my client advice. With the latest Kingdom Advisors teaching, concepts, tools and supportive community of fellow advisors, my study group helps me to better effectively communicate biblical financial wisdom in my conversations with clients.” - Jeff Thomas, Certified Kingdom Advisor®
Study Groups are one of the most valuable resources for members of Kingdom Advisors. Over 200 Study Groups meet monthly across the U.S, Canada and internationally to get the latest Kingdom Advisors training, tools and resources to equip you as a Christian financial advisor. Study Groups can help you better serve both your Christian and non-Christian clients.
Study Groups hold monthly meetings and are led by a Certified Kingdom Advisor® where you learn how to effectively apply biblical financial wisdom into your client advice, client conversations and practice management. Study Groups provide:
- Professional-Level Video Training on specialized topics to help you have greater impact in your client conversations. Many meetings offer industry continuing education (CE) credits. Click on the "This Month's Study Group Video Training" tab above to see what study groups are talking about this month.
- Valuable Best Practices Sharing, Group Discussion and Q&A facilitated by a trained Certified Kingdom Advisor®.
- Member-Exclusive Tools & Resources which you can use with your clients and in your practice.
- Relationship-Building and Networking with some of the most successful financial advisors in your community.
*If you are not yet a member, we invite you to attend a group as a welcomed guest to learn more about Kingdom Advisors.
STUDY GROUP VIDEO TRAINING - CURRENT MONTH
The practice of financial advising has gone through a series of substantial disruptions in the 20th and 21st centuries, and the rate of change in our profession will likely continue or accelerate. Understanding the path that has led to this current iteration gives us a clearer understanding of our industry. Looking forward to emerging trends and adjusting our practices accordingly ensures that we will stay relevant to client needs and remain effective in our profession.
Click to Watch This Month's Study Group TrainingSeptember 2020 Study Group Video Training
"Five Industry Trends Reshaping Financial Advice" Michael Kitces
The practice of financial advising has gone through a series of substantial disruptions in the 20th and 21st centuries, and the rate of change in our profession will likely continue or accelerate. Understanding the path that has led to this current iteration gives us a clearer understanding of our industry. Looking forward to emerging trends and adjusting our practices accordingly ensures that we will stay relevant to client needs and remain effective in our profession.
START A NEW STUDY GROUP
Click to download "Starting a New Kingdom Advisors Study Group"
“Starting a new Kingdom Advisors Study Group in my city has been one of the most rewarding experiences in my life. I'm able to make a lasting investment in the lives of other advisors by sharing my experiences and helping them on their own personal journey as a Christian financial advisor.” - Jerry Black, Certified Kingdom Advisor®
STARTING A STUDY GROUP IS SIMPLE & EASY
As a Study Group Leader, you play a key role in helping advisors personally transform the way they see their practice. You have an incredible opportunity to change the lives of advisors and their clients. All the tools and resources you need are fully provided by Kingdom Advisors so you can focus on leading and coaching fellow advisors in your group.
As the group leader, you will also promote your group meetings, lead group discussion and develop relationships within the group. Key resources include our latest online monthly Study Group Video Teaching, associated Listening Guides with teaching outlines and discussion questions, the online Study Group Leader Dashboard to manage your group. *You must have an active Certified Kingdom Advisor® designation to lead a Study Group or be in the process of obtaining the designation.
START THE PROCESS NOW:
- Click the link above to download "Starting a New Kingdom Advisors Study Group" to for information on how to start a new group. Complete the included "New Study Group Interest Information Form" and email back to Randy Glass at randy.glass@kingdomadvisors.com.
- Kingdom Advisors will follow up by email to schedule a brief phone call to answer questions and discuss the next steps to get your new group started.
VIRTUAL/ONLINE STUDY GROUPS
Kingdom Advisors offers several virtual/online study groups for advisors not in close proximity to an "in-person" group, or advisors who prefer the convenience of an online format. Below is a list of current virtual groups (some are private groups) you can join to receive the same monthly training, best practices sharing, resources and networking opportunities as our other study groups. Many of the groups ask members to watch the video training online before the study group meeting, while others stream the video on the call. Your Study Group Leader will provide specific instructions.
Click on a specific virtual study group below for monthly call-in dates/time, call-in instructions and to connect with the listed Study Group Leader. Virtual groups are listed as local/regional, national or private/firm.
U.S. Virtual Study Groups (National)
- U.S. National Virtual Study Group 1 - Brenda Dobrick
- Gideon's International Virtual Study Group- Kenn Edwards
- U.S National Virtual Study Group 2 - Coming Soon
- U.S. National Virtual Study Group 3 - Coming Soon
U.S. Virtual Study Groups (Local/Regional)
- Dallas (TX) - Mashelle Hudspeth
- Aspen (CO)- Russell Kyncl
U.S. Virtual Study Groups (Private/Firm)
- Ameriprise Financial/Southeast - David Duff
- Ameriprise Financial/Midwest - Jason Campbell
- Ameriprise Financial/Northwest- Gary Jurden
- Ameriprise Financial/Mid-Atlantic - Ted Hicks
- LPL/KA Community Group - Ward Keever
- Buckingham Strategic Wealth/Fellowship of Christian Advisors - Micky Reeves
- OneAscent- Trina Tanner
Canadian Virtual Study Groups (National)
- Canadian Virtual Study Group 1 - Lorne Robinson
- Canadian Virtual Study Group 2- Lorne Robinson
- Canadian Virtual Study Group 3 - Lorne Robinson
- Atlantic-Canada Study Group- Lorne Robinson
Kingdom Advisors | 3301 Windy Ridge Pkwy SE, Suite 50 | Atlanta, GA
30339-8598 | 404.497.7680
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© 2020 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
