Ron Blue
Kingdom Conversations: Wealth Transfer - Advisor Conversation Guide
Tools and Resources: Client Tool
April 2013
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Kingdom Conversations is a system for facilitating biblically wise conversations with clients, using straightforward tools and resources. It offers a step-by-step process to engage in significant conversations with your clients. This module teaches how to walk clients through the wealth transfer process, including Ron Blue's process for dealing with decisions decisions about transfer, treatment, timing, title, tools and techniques, and talk (family communication). This advisor oriented conversation guide offers key client questions and talking points to help you, the advisor, effectively lead the conversation. It is your comprehensive guide to the conversation, including key diagrams, specific talking points, client questions, scriptures, and next step resources.
About the Speaker
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.
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