Experts Library

Mutual Fund & ETF Providers (2023)

Luke Bolton

Tools and Resources: Practice Tool

Quarterly Economic Review - October 2023

Jerry Bowyer

Webcast

Generosity Discipleship: Three-Part Role of the Kingdom Advi...

Jim Wise

Study Group

Defining Conversations

Mitch Anthony

Study Group

A Case Study: Journey with Faith and Investing

Blake Schwarz

Study Group

Quarterly Economic Review - August 2023

Jerry Bowyer

Webcast

Leverage: Using Temporal Wealth for Eternal Gain

Dr. Ken Boa &

Russ Crosson

Study Group

Advising Generosity for the Kingdom

Paul David Tripp

Study Group

Helping Your Clients Find a Better Story for Their Retiremen...

Jeff Haanen

Study Group

Quarterly Economic Review - April 2023

Jerry Bowyer

Webcast

I Said This, You Heard That

Kathleen Edelman

Study Group

Scaling Advice: From Financial Advisor to Financial Advicer

Michael Kitces

Study Group

Christians Victorious in the Marketplace

Jim Wise

Study Group

Five Things Women Clients Want You to Know

Sharon Epps

Study Group

Becoming a Life-Changing Mentor: 12 Keys to Professional Suc...

Jim Whiddon

Study Group

Becoming a Life-Changing Mentor (Part 1)

Jim Whiddon

Study Group

Quarterly Economic Review October 2022

Jerry Bowyer

Webcast

Trends in Christian Generosity

Matt Hames

Study Group

At the Capacity Crossroads: Three Visions for Scaling the Ad...

Michael Kitces

Study Group

The Double Win: Win at Work and Succeed at Life

Michael Hyatt

Study Group

Financial Lifestyle: Determining How Much Is Enough

Ron Blue

Study Group

Quarterly Economic Review July 2022

Jerry Bowyer

Webcast

Following Jesus or the World

Michael Blue

Study Group

Successful Succession Planning: A Case Study

Brian Cochran &

John Moore

Study Group