Strategic Progress Report&Key Updates
June23th,2025 Presentedby
FamilyLegacyByDesign StrategicProgressReport&KeyUpdates
Thisreportoffersasummaryofthemost recentdevelopments,strategicinitiatives,and futureplansacrossourcorecategoriesfor FamilyLegacyByDesign(FLBD).Thefollowing keyupdatesreflectourmissiontoequip Christianadvisors,mobilizeanddisciple familiesandpartnerwithchurchestoleavea lastingspiritualandfinanciallegacy.
ExponentialGrowthThrough ExpertFacultyIntegration
Aspartofourmissiontodeliverbest-in-classtrainin andequipadvisorswithturnkeyresources,Family LegacyByDesignhaslaunchedanexpertfaculty integrationstrategy,drawingonthemostrespected voicesinthefieldsoflegacyplanning,legalcounsel financialstewardship,accounting,andministry leadershipThisstrategicmoveensuresourcontent notonlyspirituallyalignedbutalsoprofessionally robustanddeeplypracticalforbothadvisors,churc leadersandfamilies.
We’vecapturedcontent,endorsementand orpursuantpartnershipswithrenowned leaderssuchasTerryParker,TomBlalock, BillHye(advisortotheGreenfamily),Mike Collier,RonaldBare,andDavidBahnick eachbringingdecadesofexperienceand influenceinthelegacyandwealthadvisory space.Additionally,long-standing relationshipswithRonBlue,PhilClemens, JeffRogers,andMichael Kingwillallowus toshapeourcurriculumwithunmatchedintegrityanddepth.Theserelationships willhelpshapeourexponentialgrowthstrategythroughmutuallearning,thought leadership,andcross-promotion,positioningFLBDasanationalforceinfaithbasedlegacytraining.
Ourfuturefeaturedtrainersandeventualfaculty——willbecontributing toboth liveandon-demandcontentdevelopmentthroughourliveandvideobased trainingprograms.Theseexpertvoiceswillbeembeddeddirectlyintoour12-part curriculumseries,our40-DayCampaignstrategy,andouradvisorcertification programstoensurethateverylearnerisequippedwithbiblicaltruth,practical tools,andtestedwisdom.
Thisfaculty-drivenapproachnotonly elevatestheauthorityandtrustin FamilyLegacyByDesignbutalso positionsustoscaleimpactthrough trainingthatisbothspirituallyrichand professionallyexcellent.
Books&CurriculumDevelopment
FamilyLegacyCoachingbyDesign
FamilyLegacy
CoachingByDesign (Book):thefirst8 chaptersarecomplete andweredistributedto ourrecentWorkshop participants.Final publicationand distributionwillbe completedwithinthe next60days.
FamilyLegacyBy DesignSmall Groupscurriculum willbecompleted within30daysof thebook’sfinal release.
VIEWFLIPBOOK
VIEWFLIPBOOK
Books&CurriculumDevelopment
FamilyLegacybyDesign
FamilyLegacyBy DesignforFamilies
(Book)isunderway,with fivechapterscompleted andfullmanuscript completionexpected within90days.Weare currentlydevelopinga combinedmarketing strategyandchurchbasedfamilyworkshop.
TheFamily Curriculumversionis progressing alongsidethebook, offeringbothfamily discipleshiptoolsand smallgroup resources,andwillbe completedwithin30 daysofthebook’s finalrelease.
VIEWFLIPBOOK
VIEWFLIPBOOK
Tom’sparticipationintheRon BlueTrilogySeriesandKingdom AdvisorsConferenceprovided additionalexposureand relationalequity.Asapanel expertandinterviewhost,Tom helpedelevateFLBD’svisibility andcredibilitywithininfluential ministryandadvisorynetworks.
NewCoachingResourcesfor ProfessionalAudiences
We’redevelopingspecialty coachingresourcesfor accountants,attorneys,and advisors customizedcontent thatequipsprofessionalstoguide familiesofwealthinbiblically groundedplanning.MichaelKing isastrategicpartnerinreaching theseaudiences.
NationalChurchEngagement
Ourdatabasenowtargetsover 330,000localchurchesinthe U.S.,offeringunparalleled opportunityforFLBDtoserve ministriesnationwide.Upcoming workshopsforstewardship pastorsandchurchleaderswill furtherpositionFLBDasthegotopartnerinlegacyministry.
DigitalExpansion &Certification
TheFLBDwebsiteisbeing expandedwithQRcodes, clientportals,anddozens ofnewarticlesand webinarsAnew CertificateofCompletion willpilotinJanuary,with additionalcertifications forministrypartnersand KingdomAdvisors advisorsalsoin development.
VIEWWEBSITE
Publishingand CurriculumStrategy
We’velaunchedthefirsteditionsof booksatthePennsylvaniaWorkshop, withexpertfacultynowcontributingto thenext12-partcurriculumseries.Each segmentisscheduledforreleaseevery 60–90days,ensuringconsistent momentumanddelivery.
Publishingand CurriculumStrategy
Withpartnershipsformingacross churchnetworks,advisoryfirms,and discipleshipministries,FLBDispoised toscalenationally.Ourmissionto wakeupanarmyofprofessional Christianadvisorsandrestore familiesofwealthtothelocalchurch isnotjustavision—it’sinmotion.
ResourcesforAdvisors&Churches
WATCHNOW
FLBDhasdeepenedits collaborationwithRonBlueandthe RonBlueInstituteMinistrytocodevelopandsharelegacycontent andcurriculumassets.With strategicalignment,mission,vision, andvaluesinspiredbytheworkof BillBright,co-producingdigital content,toolkits,andshared advisorresourcesisanatural extension. We’reestablishing reciprocalweblinksandcontent strategiesthatservetheChristian advisorcommunitywithastrategic libraryoflegacytools.
FamilyLegacy
OurlatestworkshopinPennsylvaniamarkedaleapforward withrefreshedandnewpowerpointpresentations, workshopmanuals,updatedwebsitefeaturesandthe integrationofnewMasterTrainerssuchasMichaelKing (NCF)andPhilClemons,andapivottowardtargeted marketingbeyondtheKingdomAdvisorlists.
Thedeliveryformatincludeda moreintimate,relational approachandwillnowserveasa replicablemodel.Thefoundation forthedevelopmentofFamily LegacyByDesignWorkshops modelisnowbeingdesignedto provideAdvisorsa turnkey/Flipbookversionfor eventualnationaluse.
NationalConferences& Exposure
AttheKingdomAdvisorsConference,Tom Conwaywasprominentlyfeaturedthrough interviewsandpanels.Hispresence,alongside industryinfluencers,continuestoboost visibilityandtrustintheFLBDmodel.Tomhas alsocontributedtoRonBlue’sTrilogySeries, furtheranchoringFLBD’sinfluenceinthe stewardshipandfaith-basedadvisoryspaces.
GrowthFunnel &LiveWorkshops
WeareexpandingbothliveandvirtualFamilyLegacyWorkshops,withupcoming eventsscheduledfor2025-2026: Funnels
IntroducingInformationalFLBDWebinars-Free VirtualGroupCoachingCourse-2hours-$250.00 6WeekCourse-LiveVirtualIntensive-$650.00
LiveCoachingWorkshop-2dayTraining-$3,000 CoachingCohortwithTomConway-$500.00/month
AlumniCommunity
MonthlyRoundtable(handselectedadvisors)
GreenBeretfocused
Learning,ListeningandLeading
UpcomingProposedFLBDEvents
VirtualTraining-(July–August)–FLBDWebinar&Certificationpreviews Dallas(September)–Live2-DayWorkshop
California(November)–Coaching&AdvisorGathering Atlanta(January)–FamilyLegacyWorkshop
Theseeventswillbeleveragedwithtargetedemailcampaigns,growingadvisor lists,andQR-integratedmarketing.
AdvisorListsandOutreachStrategy
FLBDhasseenamajor breakthroughinlist acquisition,expandingfrom hundredstothousandsof highlyqualifiedcontactsof faithbasedandnon-faith basedprofessionalsactively interestedinlegacy-based planning andover100 Advisorsandexpertshave alreadybeeninterviewed, withfootagecapturedfor ourupcomingtrainingportal andwebsitecontent.
TheFutureofFLBD&Strategic Opportunities
Newopportunitieshaveemerged throughinterviewswithindustry leaderslikeDavidBachon,andnonprofitsseekingdifferentiationinthe advisoryspace.FLBDisbeing positionedasaunique,trainable platformforentireadvisoryfirms suchasDavidandRonBare. David wasalsooneoftheChristian advisorswesurfecedfroma secularlist. Firstofmany!
Endorsemen &DigitalAss
We’venowsecuredover50videoand writtenendorsements,casestudies,and testimonies,significantlyincreasingour credibilityandsocialproof(e.g., testimonialfromDavidHarper).We’ve alsoacquiredadvisorcontactlistsinthe tensofthousands farbeyondprevious reach creatingafertilefunnelforfuture FLBDmarketingandtrainingengagement.
WATCHNOW
FamilyLegacyByDesign 40-DayCampaigns
Wearedevelopingour40-DayChurch Campaignstrategy,ledbyTomConway, providingadvisorsandchurchesaclear roadmapfortransformation.Withsermon series,smallgrouptools,multimedia devotionals,andcommunityengagement strategies,advisorsandchurcheswillbe abletolicensethisturnkeycampaign.FLBD iscommittedtoempoweringchurcheswith toolsthatdisciplefamiliesandignite spiritualimpactatscale.
FLBD’s40-DayCampaigninitiativehasbecomeone ofourmostimpactfultoolsforchurchengagement andspiritualtransformation.LedbyTomConway, thesecampaignsprovidechurcheswithaSpirit-led, step-by-stepframeworktoignitespiritualgrowth, fosterdeepercommunityconnection,andinspire long-termdiscipleship.
Thisconcepthasalreadyreceived strongearlyinterest,andweare planningtoscaleFLBDdelivery throughlivecoaching,webinars,and digitalkits.Ourgoalistoseethese 40-DayCampaignsbecomethe catalytictoolforspiritualrenewalin churchesacrossthecountry helpingthousandsoffamiliesliveout theirfaithandlegacywith intentionalityandboldness.
PhilClemens&The ChristianBusiness Partnership
ConversationswithPhilClemenshaveunlocked exponentialopportunities.Tom’srecentvisit withPhilandoneofisclientswas groundbreaking. AjointinterviewwithBrettand Philsparkedmomentumtowardanewinitiative FamilyLegacyBusinessByDesign.Thismodel bringspoolsofChristianfamiliesand businessestogetherunderthementorshipof trainedFLBDleaders Anupcomingfollow-up interviewwithPhilwillfurtherexploreand formalizethispromisingventure.
EndorsementsandSocialProof
We’vesecuredover50 endorsements,testimonials, andcasestudiesforFLBDand TomConway,including prominentadvocateslikeDavid Harper.Thesevoicesvalidate thetransformativeimpactof ourworkandprovideessential credibilityasweexpandinto broadernetworks.
FamilyLegacyByDesign™ CertificationProgram
EmpoweringAdvisorstoGuideClientsinBuilding Multi-GenerationalImpact
ProgramOverview
TheFamilyLegacyByDesign™Certification Programisacomprehensive,onlinetraining experiencedesignedforfinancialadvisors,estate planners,familybusinessconsultants,andministry leaderswhoseektohelpindividualsandfamilies createlasting,values-basedlegacies.
Wearecurrentlydesigningtheframeworkofthe programwhichtentativelyincludesthe84core sessions(capturedfromtheLIVETrainings) supplementedbyexpertinsights,tools,andreallifeexamples.Eachsessionisstructuredto maximizelearning,engagement,andpractical application deliveredinshort,focusedmodules thataccommodatebusyprofessionals
ProgramFormat&Delivery
Wearecurrentlycreatingtheoutlineofeachofthe84onlinesessionsincludingthe followingstandardizedelements:
Training(20–60minutes)
Deliveredviaon-demandvideo,thisisthecoreeducationalcontentofeachsession.
Focus:
Biblicalandpracticalprinciplesoffamilylegacy
Legacyandwealthtransferstrategies
Personalstoryworkandlegacymapping
Familygovernanceandsuccessionplanning
Integratingfaith,values,andfinancialdecisions
5-MinuteTip
Aquick,actionable takeawayfromthe sessiontopic.
Purpose:Toprovide instantvalueanda memorableinsightthat advisorscan implementorshare immediately.
5-MinuteTool
Introductiontoapracticalresourcesuchas: Worksheets Templates Familymeetingguides Conversationstarters Communicationframeworks
Purpose:Enablesparticipantstobringthe sessioncontentintopracticewithclientsor families.
5-MinuteTestimonial/Story
Real-worldstoryortestimonialfroma: Financialadvisor Familyclient Ministryleader
Purpose:Demonstrates howlegacyprinciplesare makingatangible differenceinlives, reinforcingtheheartof FamilyLegacyByDesign
Q&ASegment
Eachsessionincludescuratedanswerstofrequentlyaskedquestions andcommonchallengesfromthefield.
Purpose:Increasesclarity,reducesoverwhelm,andanticipates learnerroadblocks
TestingofLearningObjectives
Eachmoduleendswithashortquizorpracticalassessment.
Purpose:
Validatescomprehension
Reinforceskeyconcepts
Preparesparticipantforcertification
ExpertFinancialAdvisor Insights
Throughoutthecertification,participants willgainbonuscontentfromseasoned financialexpertsincluding:
Top1%advisorsinlegacyplanning
Faith-basedestateattorneysandtax professionals
Philanthropyleaders
Ministryfoundersandfamilybusiness advisors
BonusElementsInclude:
Paneldiscussions
Deepdivesonnichetopics
Interviewsonsuccessfullegacycase studies
Faithandfinancealignmentbest practices
CertificationOutcomes
Uponsuccessfulcompletionoftheprogram,certified professionalswillbeableto:
Confidentlyleadlegacyconversationswithclients andfamilies
Useproprietarytoolsandframeworkstosupport clienttransformation
Integratelegacyplanningintotheircoreservice model
Joinanationalnetworkoflike-mindedprofessionals
BelistedintheFamilyLegacyByDesign™Certified Directory
Receivemarketingtoolsandco-brandedmaterials topromotetheirexpertise
Support&Community Access
Privateonlinecommunityofcertified professionals
MonthlyOfficeHours/Q&Awithinstructors
AnnualLegacySummit(virtualorinperson)
ResourceVaultwithdownloadableassets
Ongoingupdatesandrefreshersontools andresearch
CertificationRequirements
Completionofall84sessions
80%passingrateonquizzes
Submissionoffinalcapstonecasestudy(realor simulated)
Participationinlivegroupcoachingorrecordedcohort call(optionalbutencouraged)
Annualrenewalthrough3-hourupdatemodule
IdealParticipants
Thiscertificationisidealfor:
ChristianFinancialAdvisors
EstateandTaxPlanningProfessionals
FamilyBusinessConsultants
WealthManagers
GenerosityCoaches
PastorsandMinistryLeadersservingfamilies
NextInstallment &FundingGoals
Withourgrowinginfrastructureandoutreach capacity,ournextinstallmentgoalis$465,000to supportnationalrollouts,digitalplatform expansion,andfaculty-ledcontentcreation
ThisnextseasonofFamilyLegacyByDesignis characterizedbyclarityofpurpose,scalabletools, andnationalinfluence.Everyinitiative from webinarsandworkshopstostrategicrelationships isdesignedtoservethevisionofdiscipling familiesofwealththroughtrustedadvisorsand localchurches.
