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On this call, Dan Hardt interviews Ron Blue about how to counsel clients on the topic of giving. Ron shares the importance of helping clients determine how much they need to accumulate to still take care of the needs of their families. Once clients gain comfort with this number, they often see more opportunities for giving. Surprisingly, he shares that this conversation can help clients increase their giving up to 5 times!
Ron 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.
Dan Hardt, CFP®, AAMS®, ChFC, CLU®, QKA™, and CFCA®, a lifelong resident of the Kentuckiana area, has over 30 years of financial services experience. He helps clients make sound financial decisions and move toward their financial goals. Dan understands that both competence and caring are required to effectively help clients. He is past President of the National Association of Christian Financial Consultants. Dan is also President of Faith and Finances, a local non-profit ministry dedicated to helping Christians apply the principles of their faith to their financial planning. Dan was also the 2015 recipient of the Larry Burkett Award given by Kingdom Advisors and Ron Blue. Dan graduated from the University of Louisville with High Honors and has been married to Charlene for 28 years. They have two daughters, live in Jeffersonville, IN, and are members of Northside Christian Church.