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Ron Blue interviews Jim Wise on the topic of “Creating Intentional Space in Client Conversations.” Jim’s study group teaching on "Master of Inefficiency" explained how advisors can cultivate mission driven effectiveness as opposed to task driven efficiency. In this call, Jim and Ron talk about how to apply this concept and broaden the scope of client conversations, both in terms of margin and in terms of meaning, in order to accomplish mission driven effectiveness. Ron and Jim discuss how to set priorities, how to deal with distractions, and how to best structure meetings with clients to be able to be intentional and effective.
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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