Experts Library

Creating a World Class Client Experience

Jerry Foster

Annual Conference: Breakout

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

Matt Hames

Are You A Giving Champion

Todd Harper &

Tim Mohns

Annual Conference: Breakout

Christians Victorious in the Marketplace

Jim Wise

Study Group

Understanding the Client's Money Perspective: The Fiscalosop...

Mitch Anthony

Tools and Resources: Client Tool

2019 Annual Conference Breakout: Successfully Onboarding and...

Kurt Cornfield &

Todd Larson &

Kelly Rush &

Brian Shepler

Annual Conference: Breakout

Ron Blue Answers: Balance

Ron Blue

Coaching Calls

Pursuing Contentment in Client Investing Study Group

Vince Birley &

Jerry Bowyer &

Rob West

Study Group

A Day Alone with God agenda worksheet

Paul Anthes

Tools and Resources: Personal Growth Tool

2018 Annual Conference: Interview with Jason and Sara Alexan...

Rob West

Annual Conference: Main Stage

Hard Conversations Panel

Sharon Epps &

Randy Fairfax &

Adam Miller &

Tim Mohns

Annual Conference: Breakout

A Case Study: Implementing Faith-Based Investing in Your Pra...

Rachel McDonough

Study Group

Helping Affluent Families Navigate Their Ten Most Challengin...

Jay Link

Annual Conference: Breakout

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

Stacy DenHerder &

Janice Thompson

Annual Conference: Breakout

Sharing the Joy of Generosity

Todd Harper

Annual Conference: Breakout

Getting and Keeping Clients

Dean Harbry

Annual Conference: Breakout

Ron Blue Answers: Decision Making

Ron Blue

Coaching Calls

Ron Blue Answers: Business Operations

Ron Blue

Coaching Calls

Contentment Study Group

Ron Blue &

Sharon Epps &

Dr. Amy Sherman

Study Group

Succession Planning for Your Practice: Principles and Best P...

Jerry Foster

Annual Conference: Breakout

Ron Blue Answers: Biblical Wisdom/Principles

Ron Blue

Coaching Calls

BRI Conference Call: Presenting Biblically Responsible Inves...

Mark Miller &

Dwight Short &

Mark Tevebaugh

Teleconferences

Fearless: Wisdom for Navigating Client Conversations in Fear...

Ron Blue &

Rob West

Study Group

Family Communication and Conflict Resolution Study Group

Jennifer Garcia &

Eric Garcia

Study Group