Ron Blue & Alan Gotthardt & Todd Harper & Aaron Klopfenstein & Tim Mohns
Advisor Roundtable: Developing Generous Clients Listening Guide
September 2013
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A panel of advisors discusses the issue of developing generous clients. Moderated by Generous Giving’s President, Todd Harper, the panel discusses questions such as, “How do you engage in a generosity conversation with non-believing clients?”, “How have you grown in your willingness and capability to have the generosity conversation with clients?”, and “What is the connection between having a stewardship mentality and generosity in clients?” Ron Blue opens the discussion by sharing five key areas that he believes are the foundation for radical generosity in clients. This listening guide supplements the Study Group that was presented on this topic.
About the Speakers
Ron Blue
Kingdom AdvisorsRon 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.
Alan Gotthardt
TriniD CapitalAlan Gotthardt is the managing director and chief investment officer of TriniD Capital, a private investment company based in Atlanta, Georgia. Formerly the president of Brightworth, Alan was part of the leadership team that built Brightworth into a nationally recognized fee-only wealth management firm. Before that, Alan was a Certified Public Accountant in San Jose, California and in the Atlanta office of Ernst & Young. Alan is the author of The Eternity Portfolio, a book on faith-based philanthropy. Alan and his wife, Melissa, are the parents of three children.
Todd Harper
Generous GivingTodd Harper, one of the founders of Generous Giving, has been actively engaged in spreading the biblical message of generosity for more than 15 years. In his current role as President, he acts as the key spokesperson, managing relationships with givers, and implementing strategies for advancing the generosity message. Todd's passion is to disciple others, and given his extensive experience in ministry leadership, major donor development, and philanthropic advising, he is particularly suited to encourage Christians to excel in the grace of giving. He and his wife, Collynn, and their five children live in Orlando, Florida.
Aaron Klopfenstein
Ronald Blue TrustAaron Klopfenstein is managing director and senior financial advisor for Ronald Blue Trust’s branch office in Indianapolis, Indiana. He was named Managing Director of the office in 2013. Through objective advice and counsel, he helps individuals and families plan purposefully and comprehensively with their wealth. Aaron graduated from the University of Illinois, where he earned his BS degree in Finance. He earned his MBA with highest distinction from Indiana University’s Kelley School of Business. Aaron is the author of Philanthropy and The Affluent Donor: A Primer on the Issues Donors Face in the Philanthropic Process. He and his wife, Kara, have three sons.
Tim Mohns
Raymond James Financial ServicesTim Mohns is a financial advisor with Raymond James in Naperville, IL and board co-chair of National Christian Foundation, Greater Chicago. Tim has experienced the transforming power of God’s generosity. As a result, he is committed both personally and vocationally to inviting others to discover the key role generosity plays in living a life of purpose. He and his wife, Rachelle, are the parents of two children and live in greater Chicago.
Related Resources
Ron Blue & Alan Gotthardt & Todd Harper & Aaron Klopfenstein & Tim Mohns
Advisor Roundtable: Developing Generous Clients
Sep 2013
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Sep 2013
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