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How does a Kingdom Advisor introduce the topic of faith and incorporate biblical wisdom into their financial advice with clients who are not Christians? Using biblical examples of Jesus’ and the Apostles’ interactions with non-Christians, this session will provide advisors with an effective process for discerning spiritual interest, meeting clients where they are on the spiritual continuum, and guiding them toward God. This session will emphasize practical application of the information presented through a case study, table discussion, and group debrief of key takeaways.
About the Speaker
Jim Wise
Blue TrustJim 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.
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