Experts Library

Successful Succession Planning: A Case Study

Brian Cochran &

John Moore

Study Group

The Christian Financial Professional and Non-Christian Clien...

Randy Fairfax

Tools and Resources: Client Tool

Client Profile: Values in the Family Business Study Group

David Green &

Bill High

Study Group

The Christian Centered Law Practice

David Brown

Annual Conference: Breakout

Ten Steps to Family Business Succession

Randy Fairfax

Tools and Resources: Client Tool

Sample Focus Days Agendas

Paul Anthes

Tools and Resources: Personal Growth Tool

Discovering Your Preferred Future

Paul Anthes

Tools and Resources: Practice Tool

Audio Teaching on Implementing Focus Days

Paul Anthes

Tools and Resources: Personal Growth Tool

Kingdom Conversations: Wealth Transfer - Decision Making Pro...

Ron Blue

Tools and Resources: Client Tool

Kingdom Conversations: Wealth Transfer - Creating A Meaningf...

Ron Blue

Tools and Resources: Client Tool

Kingdom Conversations: Wealth Transfer vs Estate Planning Di...

Ron Blue

Tools and Resources: Client Tool

Kingdom Conversations: Wealth Transfer - Turning Estate Plan...

Ron Blue

Tools and Resources: Client Tool

Kingdom Conversations: Wealth Transfer - Advisor Conversatio...

Ron Blue

Tools and Resources: Client Tool

Kingdom Conversations: Wealth Transfer - Complete Module

Ron Blue

Tools and Resources: Client Tool

Kingdom Conversations: Wealth Transfer - 26 Documents Every...

Ron Blue

Tools and Resources: Client Tool

Kingdom Conversations: Wealth Transfer - Decision Points and...

Ron Blue

Tools and Resources: Client Tool

Developing Generous Clients #1: Embark on a Generosity Journ...

Todd Harper

Webinar

Developing Generous Clients #2: Client Testimony: Working To...

Webinar

Developing Generous Clients #3: The Generous Business: Using...

Michael King

Webinar

Advisor Roundtable: Developing Generous Clients

Ron Blue &

Alan Gotthardt &

Todd Harper &

Aaron Klopfenstein &

Tim Mohns

Study Group

The Barriers and Benefits of a Barnhart Gift Arrangement

Greg Sperry

Annual Conference: Breakout

Ron Blue Answers: Business Building

Ron Blue

Coaching Calls

BRI Conference Call: Practice Management Tips and Resources...

Cassandra Laymon

Teleconferences

Ron Blue Answers: Family Issues

Ron Blue

Coaching Calls