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How do we break the ice and start a spiritual conversation with our non-Christian clients? The idea can be intimidating, especially if we’ve served the client for years without mentioning our faith. It’s a common dilemma among Christian financial advisors. Kingdom Advisor Jim Wise has developed a Spiritual Continuum tool to identify each client’s spiritual status, along with a practical, repeatable, and effective template for initiating those conversations. (Part 1 of 2)
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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