Experts Library

Developing Personal Convictions

Brad Smith

Study Group

Developing Generous Clients

Ron Blue &

Alan Gotthardt &

Todd Harper &

Aaron Klopfenstein &

Tim Mohns

Annual Conference: Breakout

Developing Personal Convictions

Brad Smith

National Teleconference

Developing Personal Convictions Worksheet

Kingdom Advisors

Tools and Resources: Personal Growth Tool

Advisor Roundtable: Developing Generous Clients

Ron Blue &

Alan Gotthardt &

Todd Harper &

Aaron Klopfenstein &

Tim Mohns

Study Group

Developing a Missional Marketing Plan

Jim Wise

Regional Conference

Developing a Kingdom Scorecard for Your Clients

Erik Daniels

Annual Conference: Breakout

Developing a Growth Strategy for Your Practice

Vince Birley

Annual Conference: Breakout

Developing Biblically Wise Investment Theory in Client Couns...

Vince Birley &

Jerry Bowyer

Annual Conference: Breakout

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

Webinar

Developing Legacy Plans - Not Just Financial and Estate Plan...

Tom Conway &

Bill High &

Frank Mullins

Annual Conference: Breakout

Developing Legacy Plans - Not Just Financial and Estate Plan...

Tom Conway &

Bill High &

Frank Mullins

Annual Conference: Breakout

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

Todd Harper

Webinar

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

Michael King

Webinar

Wealth Transfer: Client Presentation

Brad Smith

Tools and Resources: Client Tool

The Legacy Conversation Framework Tool

Bill High

Tools and Resources: Client Tool

Personal Spiritual Disciplines: Relational Spirituality

Dr. Ken Boa

Study Group

Overflow: A New Generosity Conversation Study Group

Sharon Epps &

Patrick Johnson

Study Group

2020 Annual Conference: Best Practices for the Emerging Advi...

Kurt Cornfield &

Nathan Fulks

Principled Reasoning: Economy and Investment Markets (Part 6...

Jerry Bowyer

Online Training

Principled Reasoning: Why It Goes Wrong (Part 3)

Jerry Bowyer

Online Training

Principled Reasoning: The Ideal Economy (Part 1)

Jerry Bowyer

Online Training

Principled Reasoning: What Goes Wrong (Part 2)

Jerry Bowyer

Online Training

Principled Reasoning: Investment Decision Making (Part 5)

Jerry Bowyer

Online Training