Experts Library

Serving Widows Wisely

Sharon Epps &

Pam Pugh

Study Group

Serving the Unprofitable Client

Kevin Cross

Annual Conference: Breakout

Serving Widows: The Top 10 Ways to Connect with Their Needs...

Miriam Neff &

Valerie NeffHogan

Study Group

2021 AC Workshop-Serving Widows: The Top 10 Ways to Connect...

Miriam Neff &

Valerie NeffHogan

Annual Conference: Breakout

Be Rich in Good Deeds

Jeff Manion

Annual Conference: Main Stage

What Widows Need: Enriching Her Financial Advisory Relations...

Tools and Resources: Client Tool

The Spiritual Homerun

Kevin Myers

Annual Conference: Main Stage

Scaling Advice: From Financial Advisor to Financial Advicer

Michael Kitces

Study Group

2021 AC Workshop-Intentionally Constructing Your Practice: H...

Jim Wise

Annual Conference: Breakout

At the Capacity Crossroads: Three Visions for Scaling the Ad...

Michael Kitces

Study Group

Missional Marketing Plan Tool

Jim Wise

Tools and Resources: Practice Tool

2019 Annual Conference Breakout: Men, Women, and Money- Shau...

Shaunti Feldhahn

Annual Conference: Breakout

Skillful Interactions in the First Year of Widowhood

Sharon Epps &

Pam Pugh

National Teleconference

Missional Marketing Session Two: Customization and Implement...

Jim Wise

Online Training

Tips for Responding to the Case Study

Ken Sande

Tools and Resources: Client Tool

Client Profile: What Women Clients Want You to Know Study Gr...

Kim King

Study Group

An Army of Christian Financial Professionals

Ron Blue

Annual Conference: Main Stage

Passion and Purpose

Ron Blue

Annual Conference: Main Stage

Working in the Eye of the Storm

Wayne Schmidt

Study Group

Building a Thriving Second Half Family Teleconference

Lloyd Reeb

National Teleconference

A Giving Church: The Art of Stewardship

Gunnar Johnson

Annual Conference: Breakout

Ron Blue Answers: Stewardship

Ron Blue

Coaching Calls

Ron Blue Answers: Marketing

Ron Blue

Coaching Calls

Ron Blue Answers: Church Engagement

Ron Blue

Coaching Calls