Experts Library

Building Effective Client Relationships

Dr. Doug Daugherty &

Dr. Tim Steenbergh

National Teleconference

Discovering God's Economy for your Business and Client Relat...

Sharon Epps

Annual Conference: Breakout

Building Deeper Relationships by Freeing Clients to Pursue T...

Sanford Coggins

Annual Conference: Breakout

Creating a Culture of Client Feedback

Dr. Doug Daugherty &

Dr. Tim Steenbergh

Study Group

Asking Questions that Get Results

Mitch Anthony

Study Group

Living as a Disciple-Making Advisor Study Group

Sharon Epps &

Rob West

Study Group

Packaging Your Authentic Story

Tools and Resources: Practice Tool

Creating a World Class Client Experience

Jerry Foster

Annual Conference: Breakout

Changing the Conversation

Mitch Anthony

Annual Conference: Breakout

Relating to Clients with Emotional Intelligence

John Dodd

Study Group

EQ: Connecting with Clients and Prospects with Emotional Int...

John Dodd

Annual Conference: Breakout

Managing Conflict with Clients, Coworkers, and Vendors: Keys...

Dean Harby

Annual Conference: Breakout

Financial Advising Session Rating Scale

Dr. Doug Daugherty &

Dr. Tim Steenbergh

Tools and Resources: Client Tool

Leverage: Advisor Impact on Kingdom Generosity Study Group

Ron Blue &

Dr. Steve Franklin &

Andy Stanley

Study Group

Building a Client Life Transformation Strategy

Lloyd Reeb

Annual Conference: Breakout

How Much Is Enough - Diagram

Kingdom Advisors

Tools and Resources: Client Tool

Applying Relational Wisdom in Your Practice

Ken Sande

Study Group

Applying Relational Wisdom in Your Practice

Ken Sande

Study Group

2020 Annual Conference: Transforming the Client Experience T...

Matt Hames

Money Conversations: Is Your Approach Building a Bridge to W...

Sharon Epps &

Pam Pugh &

Dr. Amy Sherman

Annual Conference: Breakout

The Psychology of Financial Advising: Two Shrinks offer Prac...

Dr. Doug Daugherty &

Dr. Tim Steenbergh

Annual Conference: Breakout

Ron Blue Answers: Kingdom Mindset

Ron Blue

Coaching Calls

Women and Their Wealth Language:How to Acquire and Retain Fe...

Stacy DenHerder &

Janice Thompson

Annual Conference: Breakout

Relational Wisdom Best Practices Worksheet

Ken Sande

Tools and Resources: Client Tool