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Ron Blue interacts with three advisors who regularly communicate key financial principles to clients using specific transferable concepts. On this call, Ron and the advisors discuss the practicalities of using transferable concepts with clients so that you can understand when, how, and why to deploy specific concepts. The discussion shows how these accessible and simple communication tools create an excellent platform for sharing biblical financial wisdom with clients and provides practical ideas for strengthening client communication using transferable concepts.
About the Speakers
Jerry Black
Legacy Planning Group, Inc.Jerry Black founded Legacy Planning Group, Inc. in 1990. For Jerry, being a financial advisor is not just a profession, it’s a calling. While Jerry works effectively with all clients and values each relationship, he feels particularly called to work with affluent Christian families where he can integrate biblical wisdom into the development of a financial and life plan for each family, including the concepts of philanthropy and generous giving. Jerry is an expert in estate planning and the family dynamics of estate planning and family wealth counseling. He resides in Suwanee, Georgia with his wife, Camille, and they have two grown children.
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.
John Dodd
Ronald Blue TrustJohn 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.
Jeff Rogers
Stewardship Advisory GroupJeff Rogers is the Founder and Chairman of Stewardship Advisory Group and Stewardship Legacy Coaching. In addition to his own practice, Jeff also mentors & disciples other advisors across the country. Jeff has worked with churches and ministries and their donors for over 30 years in helping to release resources for the fulfillment of the Great Commission. In 2009, Jeff was honored to be the first recipient of an award from Kingdom Advisors for leadership in the area of Charitable Giving, and in 2013 he was honored to be the recipient of the Larry Burkett Award from Ron Blue and Kingdom Advisors; their highest honor. Jeff has been happily married to his wife Cathy for over 27 years; they live in Clermont, Florida.
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