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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 bring out the best answers from a client, and he shares the best questions that he has ever asked.
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.
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