Experts Library

Client Article: Lifestyle

Ron Blue

Tools and Resources: Client Tool

Client Article: Taxes

Ron Blue

Tools and Resources: Client Tool

Client Article: Debt

Ron Blue

Tools and Resources: Client Tool

Client Article: Giving

Ron Blue

Tools and Resources: Client Tool

Wealth Transfer: Client Presentation

Brad Smith

Tools and Resources: Client Tool

Client Article: Saving

Ron Blue

Tools and Resources: Client Tool

Developing Generous Clients

Ron Blue &

Alan Gotthardt &

Todd Harper &

Aaron Klopfenstein &

Tim Mohns

Annual Conference: Breakout

Discipling Non-believing Clients

Jim Wise

Study Group

Wealth Transfer Client Tool

Jim Wise

Tools and Resources: Client Tool

Practical Client Discipleship

Jim Wise

Annual Conference: Breakout

Tool for Discipling Non Christian Clients

Jim Wise

Tools and Resources: Client Tool

Building Effective Client Relationships

Dr. Doug Daugherty &

Dr. Tim Steenbergh

National Teleconference

Getting and Keeping Clients

Dean Harbry

Annual Conference: Breakout

Discipling Non-Christian Clients

Jim Wise

Annual Conference: Breakout

Client Article: Intentional Giving

Ron Blue

Tools and Resources: Client Tool

Client Article: Financial Contentment

Ron Blue

Tools and Resources: Client Tool

Client Article: Envelope System

Ron Blue

Tools and Resources: Client Tool

Client Article: Why Give?

Ron Blue

Tools and Resources: Client Tool

Client Article: Goal Setting

Ron Blue

Tools and Resources: Client Tool

Serving the Unprofitable Client

Kevin Cross

Annual Conference: Breakout

Advisor Roundtable: Developing Generous Clients

Ron Blue &

Alan Gotthardt &

Todd Harper &

Aaron Klopfenstein &

Tim Mohns

Study Group

Perspectives on Client Discipleship

Jerry Black &

Randy Schroeder &

Jim Wise

National Teleconference

Creating a Culture of Client Feedback

Dr. Doug Daugherty &

Dr. Tim Steenbergh

Study Group

Boundaries in Client Conversations

Tom Conway

National Teleconference