Ron Blue
AC21 Workshop - Asking the Right Questions
About the Course
While every financial advisor understands the need to ask questions of both new and existing clients, there is no standard list of questions that fits every situation and every client. Asking the right questions of each person is both an art and a skill. Ron Blue has built successful financial companies over the course of more than 50 years, and in this session he teaches how to ask the right questions that will lead to better discovery and more effective financial planning outcomes for each client.
About the Speaker
Ron Blue
Kingdom AdvisorsRon Blue is widely considered to be the father of Christian financial planning. He is the founder or co-founder of Blue & Co., Ronald Blue Trust, Kingdom Advisors, and the National Christian Foundation. Ron is also the founder of the Ron Blue Institute established at Indiana Wesleyan University in 2012. He has written more than 20 books on personal finance from a biblical perspective and has served on the boards of numerous organizations. Ron and his wife Judy have been married for 56 years, have five children and 13 grandchildren, and live in Bloomington, Indiana.
Available Sessions
| # | Session | Score | |
|---|---|---|---|
| 1 | 2021 AC Workshop-Asking the Right Questions | Take Test |
Need Help?
1.404.497.7680
info@kingdomadvisors.com
Continuing Education
Accepted for CE Credit
Hours: 1
Designations: CKA®, CFP®, IMCA, PACE, FPSC, Institute, Insurance
Minimum Passing Grade: 80%
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