Experts Library

Effective vs. Efficient

Paul Anthes &

Loran Filson &

Dan Hardt

National Teleconference

Moving from Efficient to Effective

Paul Anthes

Study Group

Efficient vs. Effective Assessment Tool

Paul Anthes

Tools and Resources: Practice Tool

Building Effective Client Relationships

Dr. Doug Daugherty &

Dr. Tim Steenbergh

National Teleconference

Principles of Effective Wealth Transfer

Erik Daniels

Study Group

Key Principles in Effective Wealth Transfer

Erik Daniels

Tools and Resources: Practice Tool

Run a More Effective Practice Using Focus Days

Paul Anthes

Annual Conference: Breakout

Questions and Storytelling: Two Keys to Effective Communicat...

Sharon Epps &

Pam Pugh

National Teleconference

Ezra and Nehemiah - Examples of an Effective Pastor/Advisor...

Paul Anthes &

Wayne Schmidt

Annual Conference: Breakout

Lessons on Next Generation Wealth Transfer

Dan Cathy &

Russ Crosson

National Teleconference

Email Bankruptcy

Paul Anthes

Webinar

Five Essential Areas of Personal Investment

John Busacker

Tools and Resources: Client Tool

Sample Focus Days Agendas

Paul Anthes

Tools and Resources: Personal Growth Tool

The Sounding Board: An Approach to Accountability

John Busacker

Tools and Resources: Client Tool

Becoming a Life-Changing Mentor (Part 1)

Jim Whiddon

Study Group

Guiding the Generosity Conversation Tool

Tools and Resources: Practice Tool

Philanthropic Counsel Session One: Why Incorporate Philanthr...

Jim Wise

Online Training

Your Calling Cards Instructional Video

John Busacker

Tools and Resources: Practice Tool

Succession Planning: Key Principles and Practical Applicatio...

Brian Shepler

Annual Conference: Breakout

Creating Intentional Space in Client Conversations

Jim Wise

National Teleconference

Philanthropic Counsel Session Three: Strategic Uses of Donor...

Jim Wise

Online Training

Hard Conversations Panel

Sharon Epps &

Randy Fairfax &

Adam Miller &

Tim Mohns

Annual Conference: Breakout

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

Webinar

Life Planning Balance Sheet (Landscape)

Ron Blue

Tools and Resources: Client Tool