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SERVICES GUIDE
2013 JULY
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DECEMBER
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KINGDOM ADVISORS MEMBER SERVICES GUIDE
Table of Contents
NEW
NEW
How Does Kingdom Advisors Serve Christian Financial Professionals?
3
Developing Generous Clients Webinar Series
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Quarterly Town Hall Webcast
5
Quarterly Economic Review with Jerry Bowyer
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Kingdom Advisors National Teleconference
6
Kingdom Conversations™
7
Monthly Focus Resources NEW
NEW
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Archived Monthly Focus Resources
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Study Groups
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Missional Marketing Course by Jim Wise
12
West Coast Regional Conference
12
Philanthropy Course by Jim Wise
13
Biblically Responsible Investing: Understanding the Heart of God
13
Discounted Books for Clients
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Qualified Kingdom Advisor™
15
2014 Annual Conference
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ACCEPTED FOR CE
Expanded Continuing Education Offerings for Leading Industry Designations
Kingdom Advisors is pleased to be a CFP® Board-Registered CE Sponsor, an IMCA Registered CE Sponsor, and a CE provider for PACE recertification. This guide includes over 25 hours of CE credit opportunities granted by the CFP® Board, IMCA and PACE for active members of Kingdom Advisors. Submit for CE credit at KingdomAdvisors.org/CE Member Benefits Subject to Change
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JULY THROUGH DECEMBER 2013
How Does Kingdom Advisors Serve Christian Financial Professionals? Vision: To create a recognized and credible specialty of Christian financial professionals offering biblically wise financial advice within the financial services industry.
Christian Colleges & Universities
• EQUIPPED • MISSION DRIVEN
IMPACT MODELS CLIENT
QUALIFIED KINGDOM ADVISOR™
Live Community Events
END PRODUCT
KINGDOM ADVISOR
Training/Town Hall Webcast
UNITY MM CO
Conferences
G / TO OL ININ S RA
ACHING CO
Study Groups
T
Large Firm Christian Focus Groups
MENTORING
CHRISTIAN FINANCIAL PROFESSIONAL (CUSTOMERS)
EQUIPPING PLATFORMS
/
ON-RAMPS
CITY
CHURCH
FIRM
Content Strategy We design all of our content to support your growth in three critical areas: delivery of biblical financial advice, wisdom in practice management, and equipping in personal and spiritual growth. Because financial advisors who are surrendered to God’s work in their vocation will experience growth and challenge in each of these areas, we want to intentionally partner with you in these areas, so that you are supported, exhorted, and equipped. We hope that by engaging with us you will experience greater confidence as a specialist in delivering biblically wise financial advice.
Biblical Client Counsel
Wise Practice Management
Personal & Spiritual Growth
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MEMBER BENEFIT INCLUDED WITH MEMBERSHIP
Webinar Series Offered in Partnership with National Christian Foundation Each webinar will last one hour and will begin at 4:00 pm Eastern time. There will be ample time at the conclusion of each webinar for Q&A with the facilitator. Embark on a generosity journey…and take your clients with you. September 3rd Join Todd Harper, President of Generous Giving, as he equips you to grow in your own giving journey, explore the power of your own story, and expand your influence with clients. We cannot take people where we have not been ourselves (I Corinthians 1:11). Discover how to lead others in the adventure of a giving journey! Client Testimony: Working Together to Give More September 10th Generous clients often need a team of experts to facilitate effective giving strategies. This webinar will feature an interview between an advisor and a client, exploring the client’s story as well as best practices in the partnership between the advisor and National Christian Foundation. The Generous Business: Using Your Business as an Engine for Ministry September 17th This webinar will explore how gifts of privately-owned family businesses can provide double and even triple tax benefits through “real life” giver success stories. You will learn about technical issues surrounding such gifts, including unique issues that arise due to the underlying nature of the business entity through which the operations are conducted. Explore how various planning goals can be achieved through charitable gifts of privately-owned business interests. Navigating the Current Landscape of Charitable Giving and Planning September 23rd This webinar will explore some important developments in the charitable giving arena. You will hear “the good, the bad, and the ugly” of how the economic and political landscapes are impacting advisors and their clients. As you begin to think about year-end planning conversations with clients, you will learn practical planning strategies that relate to givers in the current planning environment—helping them to leverage their generosity through the minimization of taxes. Register: KingdomAdvisors.org/GenerousClients
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MEMBER BENEFIT INCLUDED WITH MEMBERSHIP
KINGDOM ADVISORS
LIVE TOWN HALL
WEBCAST DON’T MISS THIS LIVE, INTERACTIVE OPPORTUNITY! 3rd Quarter Call: September 26th from 4-5 pm Eastern 4th Quarter Call: December 5th from 4-5 pm Eastern Register: KingdomAdvisors.org/Register
QUARTERLY
On a quarterly basis, you now have the opportunity to join a live webcast that provides pertinent and timely news from the Kingdom Advisors leadership team. The team will share about the latest developments, initiatives and opportunities as Kingdom Advisors seeks to advocate for biblically wise financial advice in the marketplace.
with Jerry Bowyer
ECONOMIC REVIEW EXPLORING FAITH, ECONOMICS, AND INVESTMENTS
Join economist Jerry Bowyer on a quarterly teleconference for his insights regarding a principled approach to economics and investments. Jerry will explore commonly accepted investment and economic theory through a biblical worldview, as well as share his view of the latest data influencing investments around the world. Jerry will also reserve ample time to respond to questions from participants. Jerry’s fresh perspective will challenge and equip you as you serve your clients with a biblical view of economics and wealth creation.
2013 Teleconference Dates:
August 1st from 4pm to 5pm ET
October 10th from 4pm to 5pm ET Jerry Bowyer
Chief Economic Strategist, Principled Reasoning Institute Jerry Bowyer has compiled an extensive record as a leading thinker in finance and economics. He is the Chief Economic Strategist for Principled Reasoning Institute (PRI), a think tank dedicated to global economic and market research using the Principled Reasoning philosophy. Jerry is a Forbes. com columnist, and a former commentator on Fox Business News, Fox News, and CNBC. Jerry has served on three investment policy committees, and he consulted extensively with the Bush White House on matters pertaining to the recent economic crisis. He has been a contributing editor of National Review Online, The New York Sun and Townhall Magazine, and he has written for CNBC. com, National Review Online, The Wall Street Journal as well as many other publications.
Register: KingdomAdvisors.org/EconomicReview
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MEMBER BENEFIT INCLUDED WITH MEMBERSHIP
KINGDOM ADVISORS
NATIONALTELECONFERENCE
BEST PRACTICES • ENCOURAGEMENT • TESTIMONIES Kingdom Advisors monthly national teleconference features a conversation between Ron Blue, Rob West, and leaders offering insights into relevant topics for Christian financial professionals. These calls are designed to expand your vision for implementing each month’s focus area, while remaining interactive in nature. The calls take place on the 4th Tuesday of each month, from 4-5 PM Eastern* streaming live over the web and also available on Skype™. Register: KingdomAdvisors.org/Register CALL TOPICS: July: The Decision Making Process with Pat MacMillan, Triaxia Partners August: Relational Spirituality with Dr. Ken Boa, Reflections Ministries September: Best Practices for Generous Clients with an advisor panel October: Perspectives on Client Discipleship with an advisor panel November: Lessons on Next Generation Wealth Transfer with Russ Crosson, Ronald Blue *SPECIAL DATE DUE TO THANKSGIVING: November 19th
December: One Question: Life Changing Answers from Today’s Leading Voices with Ken Coleman, The Ken Coleman Show *SPECIAL DATE DUE TO CHRISTMAS: December 10th
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MEMBER BENEFIT INCLUDED WITH MEMBERSHIP K I N G D O M
A D V I S O R S
KINGDOM
CONVERSATIONS
Do you want to have confident, Kingdomminded conversations with your clients?
Delivering Biblical Wisdom in Client Conversations
INCLUDED IN EACH MODULE:
Do you want to know how to incorporate the Kingdom Advisors Core Training into your client interactions?
Kingdom Conversations™: is a system for facilitating Kingdom conversations with clients, using straightforward tools and resources. • Facilitation Guide offers key client questions and talking points
Kingdom Conversations™ offers you a step-by-step process to engage in significant conversations with your clients. AVAILABLE NOW:
Success to Significance: (Beta Module)
• One page Conversation Piece to guide clients through the conversation
Confidently talk to your clients about determining the significant purpose that God has for them in the second half of their career-life. Module Offered in Partnership with Halftime®.
Wealth Transfer: (Beta Module)
Highlight the difference between traditional estate planning and wealth transfer, and effectively walk your clients through the wealth transfer process.
Goal Setting:
(Beta Module)
Stewardship:
(Beta Module)
Share the power of effective goal setting with your clients, in order to empower their financial decisions with purpose.
• Illustrations and Diagrams (printable and electronic)
Assist your clients in exploring the meaning and implications of being a steward of God’s resources. COMING FALL / WINTER OF 2013:
Giving: (Beta Module)
Help your clients move from a desire to give into an intentional giving process that will maximize their generosity.
Lifestyle: (Beta Module)
• Tools for clients to apply the conversation
Share with clients what God’s Word teaches about appropriate parameters a believer’s lifestyle.
*Core Training Registration Required PAGE: 7
MEMBER BENEFIT INCLUDED WITH MEMBERSHIP
MONTHLY
FOCUS
The tools and training that Kingdom Advisors offers are centered on specific content themes. During the month, we offer practical teaching and tools based on thematic topics that are meaningful for Kingdom Advisors.
RESOURCES
Access Monthly Focus Resources at KingdomAdvisors.org/MemberHome July Theme: “Decision Making”
Wise financial decision-making is one of the most challenging areas for clients. Learn how to help clients successfully navigate complicated decisions.
Study Group:
National Teleconference with Ron Blue (Fourth Tuesday at 4pm Eastern): Interview with Pat MacMillan, Triaxia Partners, Inc.
Pitfalls and Processes of Decision Making with Ron Blue
Tools and Resources: • Goal Setting Kingdom Conversations Module Release • Decision Making Process Models in Excel, Word, and PDF formats • A Process for Goal Setting Video Teaching from Ron Blue
August Theme: “Personal Spiritual Disciplines: Relational Spirituality”
Twice a year, Dr. Ken Boa will be systematically teaching out of his book Conformed to His Image. This month, Dr. Boa begins this process by teaching facet #1: Relational Spirituality – Loving God Completely, Ourselves Correctly, and Others Compassionately.
Study Group:
National Teleconference with Ron Blue (Fourth Tuesday at 4pm Eastern): Interview with Dr. Ken Boa, Reflections Ministries
Tools and Resources:
Conformed to His Image: Relational Spirituality with Dr. Ken Boa, Reflections Ministries
Tools from Dr. Ken Boa: • Relational Spirituality: Who Does God Say I Am? • Relational Spirituality: Questions for Reflection Kingdom Advisors’ Prayer Team: How to Participate
September Theme: “Developing Generous Clients”
There is no greater joy for a Christian advisor to see clients give generously and freely, as God has led. This month, explore various approaches to cultivating and nurturing generous clients.
Study Group:
National Teleconference with Ron Blue (Fourth Tuesday at 4pm Eastern): Interview with the Participants from the Advisor Roundtable
Tools and Resources:
Advisor Roundtable: Developing Generous Clients with an Advisor Panel
•D eveloping Generous Clients Webinar Series (see page 4 of the guide) • Charitable Planning Concept Sheets from National Christian Foundation
Member Beneifits Subject to Change
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JULY THROUGH DECEMBER 2013
MEMBER BENEFIT INCLUDED WITH MEMBERSHIP
October Theme: “Client Discipleship”
Knowing how to walk a client through a process that will lead them closer to Christ is a key skill for those who wish to integrate their faith into their practice.
Study Group:
Discipling Non-Christian Clients with Jim Wise, Ronald Blue & Co.
National Teleconference with Ron Blue (Fourth Tuesday at 4pm Eastern):
Interview with Advisor Panel
Tools and Resources: • Tool for Discipling Non-Christian Clients • T he Christian Financial Professional and non-Christian Clients audio teaching from Randy Fairfax, Highland Consulting Associates, Inc. • A Model for Client Discipleship Video Teaching from Jim Wise
November Theme: “Leaving a Legacy”
Examine the important characteristics of the next generation and learn more about how to counsel clients as they seek to pass wisdom before wealth.
Study Group: Understanding Generation iY with Dr. Tim Elmore, Growing Leaders
National Teleconference with Ron Blue (Fourth Tuesday at 4pm Eastern): Interview with Russ Crosson, Ronald Blue & Co.
Tools and Resources: • Family Conference Client Tool • “Letter to My Loved One” Client Tool
December Theme: “Asking the Right Questions”
Learning to ask great questions is critically important in determining the true priorities, needs and relational challenges of your clients.
Study Group:
Asking Questions that Get Results with Mitch Anthony, Advisor Insights, Inc.
National Teleconference with Ron Blue (Fourth Tuesday at 4pm Eastern): Interview with Ken Coleman, author of One Question: Life-Changing Answers from Today’s Leading Voices Tools and Resources: •A sking the Right Questions Video Teaching from Ron Blue • Guide to the Best Questions Tool •A re You Asking the Right Questions? Audio Teaching from Jay Link, Stewardship Ministries Member Beneifits Subject to Change
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MEMBER BENEFIT INCLUDED WITH MEMBERSHIP
MONTHLY
FOCUS ARCHIVES
These tools from past months’ focus areas are archived in the Monthly Focus section of your member home page.
Delivering Biblical Financial Advice:
Kingdom Advisors White Paper: A Business Case for the Christian Market Six Transcendent Principles Client Diagram Iceberg Client Diagram Biblical Financial Wisdom at a Glance Tool Communicating Your Biblical Wisdom Value Proposition (Samples from KA Members)
Living an Integrated Life
Implementing Focus Days into Your Routine – Audio Teaching from Paul Anthes Sample Focus Day Agendas Life Planning Balance Sheet Client Diagram
Vocational Stewardship
Why Go to Work? special Kingdom Advisors e-book edition 16 Tips for Work from Dr. Ken Boa Sacred/Secular Myth Video Teaching from Dr. Ken Boa
Personal Stewardship
Kingdom Conversations™ Stewardship Module New 11 Buckets Client Diagram Who’s in Charge Here? e-book from Jay Link
Missional Marketing
Missional Marketing Tool Missional Marketing Training Course (Additional Charges Apply) Introduction to Missional Marketing Video Teaching from Jim Wise
Effective Communication
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Principles of Coaching Clients Webinar from Lloyd Reeb Packaging Your Authentic Story Tool Writing Your Giving Story Tool EQ Scorecard
JULY THROUGH DECEMBER 2013
Local Study Groups
More than 180 small groups meet locally to experience dynamic teaching, engage in group discussion, share best practices, and fellowship with like-minded professionals. STUDY GROUP
July:
Pitfalls and Processes of Decision Making Ron Blue, Kingdom Advisors
August:
Conformed to His Image: Relational Spirituality Dr. Ken Boa,
Reflections Ministries
September: Advisor Roundtable: Developing Generous Clients Advisor Panel October:
Discipling Non-Christian Clients Jim Wise,
Ronald Blue & Co.
November: Understanding Generation iY
Dr. Tim Elmore,
Growing Leaders
December: Asking Questions that Get Results
ACCEPTED FOR CE
Mitch Anthony,
Advisor Insights, Inc.
NOTE: Select Study Groups have been accepted for CFP速, IMCA and PACE designations. Submit for CE credit at KingdomAdvisors.org/CE
Submit for credit on your member home page. PAGE: 11
MEMBER OPPORTUNITY ADDITIONAL FEES REQUIRED
Presented by: Jim Wise,
Managing Director, Ronald Blue & Co., Ft. Lauderdale
This two hour, web-based training course unpacks what it means to deploy a marketing strategy that centers on devoting God’s resources back to Him. In addition, Wise teaches on understanding, acquiring, and serving your ideal client, and he shares eight steps in customizing your marketing plan. COURSE OVERVIEW Embrace “marketing as mission” by appropriating biblical concepts from Exodus 23, including: gradual expansion, within borders, with dependent responsibility and without compromise. Additionally, learn how to define your ideal client. Understand what differentiates Christian financial advisors in their marketing strategies and learn the key principles of a “serving versus selling” marketing model. Finally, acquire a step-by-step process to customize your marketing plan. Register: KingdomAdvisors.org/MissionalMarketing
2013 WEST COAST REGIONAL CONFERENCE
Chip Ingram Living on the Edge
Ken Boa Reflections Ministries
Ron Blue Kingdom Advisors
Jim Wise Ronald Blue & Co.
Jerry Bowyer Principled Reasoning Institute
Mitch Anthony Advisor Insights, Inc
OCTOBER 1ST SADDLEBACK CHURCH REGISTER AT:
KINGDOMADVISORS.ORG/WESTCOAST PAGE: 12
MEMBER OPPORTUNITY ADDITIONAL FEES REQUIRED
INCORPORATING
Philanthropic Counsel into Your Advisory Practice
This three hour, web-based training course will guide you through the foundational understanding and tactical skill set required for you to effectively incorporate philanthropic counsel into your client conversations.
Presented by: Jim Wise,
Managing Director, Ronald Blue & Co., Ft. Lauderdale
ACCEPTED FOR CE
3 Hours of CE Credit Granted for CFP®, IMCA designations and PACE designations
Submit for credit on your member home page.
COURSE OVERVIEW Learn what attracts your clients to philanthropy as you discover how to effectively engage them in the philanthropic discussions. In addition, you will discover the three types of capital that clients will pass to heirs, as well as the triggers for philanthropic discussions, and how to identify clients who are interested in legacy planning. Lastly, you will learn about the history, structure, benefits, and creative uses of Donor Advised Funds that will allow you to utilize them effectively with philanthropic clients. Register: KingdomAdvisors.org/Philanthropy
Biblically Responsible Investing: Understanding the Heart of God is a new offering presented by the BRI Community Group of Kingdom Advisors. This five hour, web-based training course will help you examine the why and how of applying biblical principles to the investment selection process.
ACCEPTED FOR CE
5 Hours of CE Credit Granted for CFP®, IMCA designations and PACE designations
Submit for credit on your member home page.
COURSE OVERVIEW Includes teaching on scriptural principles for selecting investments, moral issues in today’s corporate culture, screening and investment resources, and building a biblically-sound investment portfolio. Includes a 90-page workbook. Register: KingdomAdvisors.org/BRI
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MEMBER OPPORTUNITY ADDITIONAL FEES REQUIRED
Books: Special pricing on the following client resources is available to Kingdom Advisors members. You can order cases in the “Tools and Resources” tab on your member home page.
Books by Ron Blue:
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Other Books:
Surviving Financial Meltdown, by Ron Blue & Jeremy White Cases of 32 for 60% off
Managing God’s Money, by Randy Alcorn Cases of 52 for 60% off
The New Master Your Money, by Ron Blue with Jeremy White Cases of 32 for 60% off
The Truth About Money Lies, by Russ Crosson with Kelly Talamo Cases of 56 for 50% off
Splitting Heirs, by Ron Blue with Jeremy White Cases of 52 for 60% off
NIV Stewardship Study Bible Cases of 12 for 60% off
Complete Guide to Faith-Based Family Finances, by Ron Blue with Jeremy White Cases of 20 for 60% off
Plastic Donuts, by Jeff Anderson Cases of 12 for 55% off
MEMBER OPPORTUNITY ADDITIONAL FEES REQUIRED
Kingdom Advisors has created the Qualified Kingdom Advisor™ designation to provide confidence to those looking for counsel from a biblical perspective by designating those advisors who have completed the Kingdom Advisors Core Training and met certain criteria. The financial advisors who are eligible to seek the Qualified Kingdom Advisor™ designation include those in the core financial disciplines, including financial planners, investment professionals, attorneys, accountant/tax professionals, and insurance professionals. Qualified Kingdom Advisor™ is a designation granted to individuals who have demonstrated themselves to be: Believers in Jesus Christ, by pledging agreement with the Kingdom Advisors statement of faith and providing a personal testimony that Jesus Christ is their Lord and Savior. Able to Apply Biblical Wisdom in Counsel, by participating in the Kingdom Advisors Core Training, as well as ongoing training offerings, and committing to incorporate biblical principles in their financial advice. Technically Competent, by providing evidence of an approved professional designation (varying by discipline) or having at least 10 years full-time experience in their discipline. Ethical and of Integrity, by agreeing to espouse and practice the Kingdom Advisors Code of Ethics and maintain active local church involvement, as well as providing pastoral and client letters of reference. Biblical Stewards, by pledging that they practice biblical stewardship in their personal and professional life and give regularly in proportion to their income. For more information on earning the Qualified Kingdom Advisor™ designation, visit www.kingdomadvisors.org/QKA.
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2 0 14 K I N G D O M A D V I S O R S A N N U A L C O N F E R E N C E
WALK
WISELY Be Be very careful, then, how you you live—not live—not as as unwise unwise but but as as wise, wise, making making the the most most of of every every opportunity, opportunity, because because the the days days are are evil. evil.
Ephesians Ephesians 5:15-16 5:15-16 NIV NIV
Ron Blue
Kingdom Advisors
Steve Brown
Key Life Network
Bob Coy
Calvary Chapel Fort Lauderdale
David Jeremiah
Shadow Mountain Community Church
Kevin Myers
12Stone Church
David Wills
National Christian Foundation
Bob Doll
Nuveen Asset Management, LLC
Worship Leader:
Charles Billingsley
FEBRUARY 5 – 7, 2014 WWW.KINGDOMADVISORS.ORG