Ron Blue & John Dodd & Sharon Epps & Jim Wise
Heart Level Conversations
Study Group
April 2016
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This Study Group features a panel of seasoned advisors on the topic of “Hard Questions.” Ron Blue, John Dodd, Sharon Epps, and Jim Wise share from their experience with clients and families as they reveal important tools for engaging in heart level conversations with clients. The panelists speak to strategies and insights they have learned in three key areas: inheritance, marital conflict, and lifestyle related spending decisions. You will walk away from this Study Group with clarity about how to have meaningful hard conversations and with specific examples to reference, as well. Kingdom Advisors is grateful for the collective wisdom of the panel, and we believe that you will be encouraged and equipped by their teaching!
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.
John Dodd
Ronald Blue TrustJohn Dodd is a senior private wealth advisor with Ronald Blue Trust in Nashville, TN. He graduated from the University of Mississippi and received his Master of Taxation from Georgia State University. John has been a featured speaker in secular and Christian venues including the American Institute of Banking, Federal Reserve, Tennessee Bar Association, Kingdom Advisors and Focus on the Family. John is the author of a book entitled Rx for a Medical Marriage: A Guide to Harmony based, in part, on his own marriage to a doctor and having been reared in a medical family. John and his wife, Kathleen, have been married twenty-nine years and have two daughters.
Sharon Epps
Kingdom AdvisorsSharon Epps has served as President of Kingdom Advisors since August 1, 2022, after previously serving as Chief Operating Officer and Director of Training. Sharon has a background in corporate banking, as a stewardship pastor, and as an executive with Crown Financial Ministries and Generous Church. She was also a co-founder of Women Doing Well. Sharon’s passion is to energize stewardship and generosity through highly-leveraged leaders.
Jim Wise
Ronald Blue TrustJim Wise is a Senior Partner and Senior Financial Advisor for the Private Wealth Division of Ronald Blue Trust. A frequent conference speaker for churches and faith-based organizations, Jim 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 earned many professional designations including the Certified Kingdom Advisor® designation. Jim and his wife, Lori, live in Orlando, Florida, and have six adult children and six grandchildren.
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