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This lesson is part one of a two-part conversation in which you’ll hear from a panel of experts - Ron Blue, John Dodd, Sharon Epps and Jim Wise - on the topic of Heart-Level Conversations: How do I earn the right to have difficult conversations with my clients? These experts will share from their experience with clients and families as they reveal important tools for engaging with clients.
Ron 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.
John Dodd is a senior private wealth advisor with Ronald Blue Trust in Nashville, TN. He graduated from the University of Mississippi and received his Master of Taxation from Georgia State University. John has been a featured speaker in secular and Christian venues including the American Institute of Banking, Federal Reserve, Tennessee Bar Association, Kingdom Advisors and Focus on the Family. John is the author of a book entitled Rx for a Medical Marriage: A Guide to Harmony based, in part, on his own marriage to a doctor and having been reared in a medical family. John and his wife, Kathleen, have been married twenty-nine years and have two daughters.
Sharon Epps has served as President of Kingdom Advisors since August 1, 2022, after previously serving as Chief Operating Officer and Director of Training. Sharon has a background in corporate banking, as a stewardship pastor, and as an executive with Crown Financial Ministries and Generous Church. She was also a co-founder of Women Doing Well. Sharon’s passion is to energize stewardship and generosity through highly-leveraged leaders.
Jim Wise is a Senior Partner and Senior Financial Advisor for the Private Wealth Division of Blue Trust. A frequent conference speaker for churches and faith-based organizations, Jim also teaches a weekly Bible study in the Lake County Jail. Jim has written three books: a Bible study workbook, Five Steps to Financial Freedom; Spiritual Gifts, Plain and Simple; and Inheritolatry: The Final Obstacle to Completing the Great Commission. He has earned many professional designations including the Certified Kingdom Advisor® designation. Jim and his wife, Lori, live in Orlando, Florida, and have six adult children and six grandchildren.