Experts Library

Couples' Values Exercise

Tools and Resources: Client Tool

Legacy Planning: Family Vision, Mission, and Values Study Gr...

Bill High

Study Group

Client Profile: Values in the Family Business Study Group

David Green &

Bill High

Study Group

Biblically Responsible Investing: Exploring the Opportunity...

Suzuanne Foster &

Loran Graham &

Cassandra Laymon &

Jeff Rogers

Annual Conference: Breakout

Discipling the Next Generation: A Process to Pass Wisdom and...

Michael Gibney

Annual Conference: Breakout

Family Stewardship: Assisting Clients in Passing Faith, Valu...

Rod Zeeb

Annual Conference: Breakout

Building a Thriving Second Half Family Teleconference

Lloyd Reeb

National Teleconference

2019 Annual Conference Breakout: Becoming a Wisdom Merchant:...

Mitch Anthony

Annual Conference: Breakout

AC22 Media Video BO Anthony: The Life of Your Client: Introd...

Mitch Anthony

Annual Conference: Breakout

AC22 Media Audio BO Anthony: The Life of Your Client: Introd...

Mitch Anthony

Annual Conference: Breakout

The Power of Why: Why Would Anyone Do Business With You?

Richard Weylman

Annual Conference: Breakout

A Retrospective Look at the Financial Services Industry

Mitch Anthony &

Ron Blue

National Teleconference

Changing the Conversation

Mitch Anthony

Study Group

Scaling Advice: From Financial Advisor to Financial Advicer

Michael Kitces

Study Group

A Case Study: Journey with Faith and Investing

Blake Schwarz

Study Group

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

Dr. Doug Daugherty &

Dr. Tim Steenbergh

Annual Conference: Breakout

Using the Financial Contentment Cards: A How To Video from M...

Mitch Anthony

Tools and Resources: Client Tool

BRI Conference Call: Discerning the Responsible in Biblicall...

Tim Reinhold

Teleconferences

BRI Conference Call: Making a Difference Through Proxy Votin...

Cassandra Laymon

Teleconferences

Becoming a Return on Life Advisor

Mitch Anthony

Study Group

Building a Thriving Second Half Family

Lloyd Reeb

Study Group

Developing a Growth Strategy for Your Practice

Vince Birley

Annual Conference: Breakout

Personal Convictions in Investing: Finny Kuruvilla Study Gro...

Finny Kuruvilla

Study Group

Building a Client Life Transformation Strategy Study Group

Lloyd Reeb

Study Group