Ron Blue
Kingdom Conversations: Wealth Transfer - Creating A Meaningful Family Conference Tool
Tools and Resources: Client Tool
April 2013
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Kingdom Conversations is a system for facilitating biblically wise conversations with clients, using straightforward tools and resources. It offers a step-by-step process to engage in significant conversations with your clients. This module teaches how to walk clients through the wealth transfer process, including Ron Blue's process for dealing with decisions decisions about transfer, treatment, timing, title, tools and techniques, and talk (family communication). This tool provides a framework for creating a meaningful family conference, including important information to share as well as important points related to expectation setting.
About the Speaker
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.
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