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Kingdom Advisors desire to facilitate Kingdom-oriented change in their clients’ financial lives. Over his 30 plus years of experience as a financial advisor, Erik Daniels has developed key indicators that help him to know how well his clients grasp the concept that God owns it all. Erik tells you how to assess issues such as how well clients are training their children in a biblical worldview about money, how well clients grasp and implement the concept of gratitude, how deeply clients are wrestling with lifestyle and ownership issues, and how well clients have communicated their mission statement within their families as a starting point for developing a Kingdom scorecard with those you serve.
About the Speaker
Erik Daniels
Ronald Blue Trust Family OfficeErik Daniels is executive vice president of the Ronald Blue Trust Family Office. Erik has been with the firm since 1980 and has held leadership positions since 1986, including Managing Director of the Atlanta, GA office and Regional Director. Prior to joining the firm, Erik worked as a senior accountant with Blue & Co., a CPA firm based in Indianapolis, IN. He received a BS from Indiana University and a Masters in Taxation from Georgia State University. As a member of the National Association for Personal Financial Advisors (NAPFA) and a past member of the AICPA, Erik has been quoted in various news and business journals and has hosted radio programs focused on helping people manage their money.
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