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Ron Blue talks with Lloyd Reeb about Counseling Clients in the Second Half. Lloyd and his Halftime coaching client share about heart level shifts and questions that are key in navigating the journey from “success to significance.” They discuss important ways that advisors can interact with their clients to provide the most benefit - at a financial level and at a heart level - when clients are wrestling with issues around the second half journey. You will be encouraged by what Lloyd shares as you learn to engage more deeply with clients about their decisions for the second half of life!
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.
Lloyd Reeb
Halftime InstituteLloyd Reeb is a successful real estate developer who made a Halftime® transition in 1993 by redefining success and re-orienting his focus toward second-half significance. His book, From Success to Significance - When the Pursuit of Success Isn't Enough, is a roadmap for mid-life transition. Lloyd is the primary spokesperson for the Halftime movement, helping successful people pursue significance. For more than 15 years, he has dedicated most of his time to speaking about Halftime issues, leading Success to Significance workshops across the country and coaching many individuals in mid-life transition. Lloyd lives in Charlotte, NC, with his wife, Linda, and has three adult children.
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