Strategic Progress Report&Key Updates
June30th,2025 Presentedby
FamilyLegacyByDesign StrategicProgressReport&KeyUpdates
Thisreportoffersasummaryofthemost recentdevelopments,strategicinitiatives,and futureplansacrossourcorecategoriesfor FamilyLegacyByDesign(FLBD).Thefollowing keyupdatesreflectourmissiontoequip Christianadvisors,mobilizeanddisciple familiesandpartnerwithchurchestoleavea lastingspiritualandfinanciallegacy.
ExponentialGrowthThrough ExpertFacultyIntegration
Aspartofourmissiontodeliverbest-in-class andequipadvisorswithturnkeyresources,Fa LegacyByDesignhaslaunchedanexpertfac integrationstrategy,drawingonthemostresp voicesinthefieldsoflegacyplanning,legalc financialstewardship,accounting,andminist leadership.Thisstrategicmoveensuresourc notonlyspirituallyalignedbutalsoprofession robustanddeeplypracticalforbothadvisors leadersandfamilies.
WATCHNOW
PersonalInterviewswith IndustryThoughtLeaders
PartnershipswithrenownedleaderslikeRonBlue, TerryParker,RandyFairfax,JimShoemaker,Russ Crosson,andmanymore.
We’vecapturedteaching,training,& testimonieswithrenownedleaderssuchasRon Blue,TerryParker,RandyFairfax,TomBlalock,Bill High(advisortotheGreenfamily),Michael Collier,RonaldBare,JerryBlack,andDavid Bahnick eachbringingdecadesofexperience andinfluenceinthelegacyandwealthadvisory space.Additionally,long-standingrelationships withRonBlue,PhilClemens,JeffRogers,and MichaelKingwillallowustoshapeour curriculumwithunmatchedintegrityanddepth.Theserelationshipswillhelp shapeourexponentialgrowthstrategythroughmutuallearning,thought leadership,andcross-promotion,positioningFLBDasanationalforceinfaithbasedlegacytraining.
Ourfuturefeaturedtrainersandeventualfaculty willbecontributing to bothliveandon-demandcontentdevelopmentthroughourliveandvideo basedtrainingprograms.Theseexpertvoiceswillbeembeddeddirectlyinto our12-partcurriculumseries,our40-DayCampaignstrategy,andour advisorcertificationprogramstoensurethateverylearnerisequippedwith biblicaltruth,practicaltools,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
RonBlueTrilogySeriesFeaturedPartner
Tomwasfeaturedinalmost everysessionoftheRonBlue TrilogySeries Theseseries representRon’slatestresources targetinglegacyfamilieslike thoseweserveandareproven assetstobedistributedthrough KingdomAdvisors,theChristian AdvisorNetwork,andother providerstoreachthesefamilies.
However,theprimarytargetforthesethreenewresourcesisthetop1%offamiliesof wealtharoundtheworld,withthegoalnotjusttolaunchsmallgroups,buttolaunch familylegacyministriesthatwecanservewithallofourupcomingresources.Inthis way,wecoachtheadvisorsandservethosefamilieswithourlegacyresources The cross-promotionbenefitissignificantbecauseBrett’scompany,LifeTogether,is producingbothprojects.
TheKingdomAdvisorConference hostedthisyear,withover2,500 Christianadvisors,providers,and industryrepresentatives,willnow provideadditionalexposureand relationalequitymovingforward AsapanelexpertintheFamily LegacyCoachingWorkshopand theprimaryinterviewhostformany ofthethought-leadingKingdom Advisors,Tomhelpedelevate FLBD’svisibilityandcredibilitywithin influentialministryandadvisory networks.
NationalChurchEngagement
Ourdatabasenowtargetsover330,000local churches,includingpastors,boardmembers, andstaffacrosstheU.S.Thisprovidesan unparalleledopportunityforFamilyLegacyBy Designtoservechurchesandministries nationwide.We’repilotingworkshopsand webinarsinstrategiccitiesacrossthecountry, targetingChristianadvisors,stewardship pastors,andseniorpastorswhowanttoreach familiesintheirlocalchurches.Ourhopeisto raiseup,train,andcoachfinancialadvisorswho canministertoandthroughthesefamilies usingourcoachingresources.Thisfurther positionsFamilyLegacyByDesignasthego-to partnerinfamilylegacyministry.
NewCoachingResources& RelationshipswithStrategicPartners
Weareexploringthe developmentofspecialty coachingresourcesfor nonprofits,accountants, attorneys,andwealth managers.Thiscustomized andsemi-customcontent willequiptheseprofessionals toguidefamiliesofwealthin biblically-grounded planning.
Christian AdvisorLists andOutreach Strategy
Ouradvisormarketing databasenowincludes:
FLBDhasseenamajor breakthroughinlist acquisition,expandingfrom hundredstothousandsof highlyqualifiedcontactsof faithbasedandnon-faith basedprofessionalsactively interestedinlegacy-based planning andover100 Advisorsandexpertshave alreadybeeninterviewed, withfootagecapturedforour upcomingtrainingportal andwebsitecontent.
Over300,000 FinancialAdvisors
We’veidentifiedover 300,000Christian Advisors
Only3,000CKA/KA Representonly1%ofall advisors
Leaves99%tobeserved
JustlikeJesus,whonoticed whenevenonesheepwas missing
ExpandingFLBD’sReachinto Faith-DrivenBusinessCommunities
FamilyLegacybyDesign(FLBD),ledbyTomConway,hasthepotentialto significantlyimpactChristianbusinessnetworkssuchasConvene,FCCI,C12,and similarorganizationsbyaligninglegacyplanningwithKingdom-centered leadership.Asthesecommunitiesprioritizefaith-drivendecision-making,FLBD’s frameworkprovidesapowerful,values-basedmodelforintegratingpersonal legacywithbusinesspurpose Witharapidlyexpandingadvisormarketing database growingfromhundredstothousandsoffaith-basedandnon-faithbasedprofessionals—FLBDispoisedtobecomeacornerstoneresourceforthose seekingtostewardtheirinfluenceandwealthwitheternalsignificance.The initiative’srecentbreakthroughinlistacquisitionandthefilmingofover100 expertinterviewsfurtherenhancesitscredibilityandcontentofferings, positioningittoserveasacatalystforequippingChristianbusinessleaderswith thetools,stories,andstrategiestoleaveintentionallegacies bothintheir familiesandinthemarketplace.
WebsiteDigitalExpansion
VIEWWEBSITE
TheFLBDwebsiteisbeingexpandedwith QRcodes
clientportals
trainingmaterials
newresources
commerceplatform
AnewCertificateofCompletionwillpilotinJanuary,withadditional certificationsforministrypartnersandKingdomAdvisorsalsoin development.
Publishingand CurriculumStrategy
We’velaunchedthefirsteditionsof theFamilyLegacyCoachingBy Designtradebookatthe PennsylvaniaWorkshop.Inaddition, wecapturedexpertfacultywhoare nowcontributingtothenext12-part curriculumseries.Eachsegmentis scheduledforreleaseevery60–90 days,ensuringconsistentmomentum anddelivery.
Publishingand
CurriculumStrategy
Withpartnershipsformingacross churchnetworks,advisoryfirms,and discipleshipministries,FLBDispoised toscalenationally.Ourmissionto wakeupanarmyofprofessional Christianadvisorsandrestore familiesofwealthtothelocalchurch isnotjustavision—it’sinmotion. creatingtheresourcesisourmost vitalnext,nextsteps,movingforward.
CONWAY
FAMILY LEGA FAMILY LEGACY MEETING
CONWAY
CONWAY
LEGACY BY DESIGN
ResourcesforAdvisors&Churches
FLBDhasdeepeneditscollaborationwithRonBlueand theRonBlueInstituteMinistrytoco-developandshare legacycontentandcurriculumassets Withstrategic alignmentinmission,vision,andvaluesinspiredbythe workofBillBright,co-producingdigitalcontent,toolkits, andsharedadvisorresourcesisanaturalextension.
We’reestablishingreciprocalweblinks,video productions,cross-promotions,andcontentstrategies thatservetheChristianadvisorcommunitywitha comprehensivelibraryoflegacytools.Thesynergiesand strategicpartnershiphelpscaleourimpacttogether
FamilyLegacy Workshop3.0
OurlatestworkshopinPennsylvaniamarkedaleapforward withrefreshedandnewpowerpointpresentations, workshopmanuals,updatedwebsitefeaturesandthe integrationofnewMasterTrainerssuchasMichaelKing (NCF)andPhilClemens,andapivottowardtargeted marketingbeyondtheKingdomAdvisorlists.
Thedeliveryformatincludeda moreintimate,relational approachandwillnowserveasa replicablemodel.Thefoundation forthedevelopmentofFamily LegacyByDesignWorkshops modelisnowbeingdesignedto provideAdvisorsa turnkey/Flipbookversionfor eventualnationaluse.
FamilyLegacyMovementLeader
AttheKingdomAdvisorsConference, TomConwaywasprominentlyfeatured throughinterviews,panels,andonstage representation.Hispresence,alongside industryinfluencers,continuestoboost visibilityandtrustintheFLBDmodel.This helpstofurtheranchoringFLBD’s influenceinthestewardshipandfaithbasedadvisoryspaces.
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.
TheFutureofFLBD&Strategic Opportunities
Newopportunitieshaveemerged throughinterviewswithindustry leaderslikeDavidBahnick,and non-profitsseekingdifferentiation intheadvisoryspace FLBDisbeing positionedasaunique,trainable platformforentireadvisoryfirms suchasDavidandRonBare. David wasalsooneoftheChristian advisorswesurfacedfroma secularlist Firstofmany!
Endorsements,Case Studies,&Testimonie
We’venowsecuredover50videoandwrittenendorsements,casestudies, andtestimonies,significantlyincreasingourcredibilityandsocialproof (e.g.,testimonialfromDavidHarper).We’vealsoacquiredadvisorcontact listsinthetensofthousands farbeyondpreviousreach creatinga fertilefunnelforfutureFLBDmarketingandtrainingengagement.
WATCHNOW
TheFutureofFLBD&Strategic Opportunities
WearedevelopingthefirstFamilyLegacy40-Day ChurchCampaignstrategy,ledbyTomConway andBrettEastman,providingadvisorsand churchesaclearroadmapfortransformation.With companionsermonseries,smallgrouptools, multimediadevotionals,andsmallgroup engagementstrategies,advisorsandchurcheswill beabletolicensethisturnkeycampaignfortheir church.FLBDiscommittedtoempowering churcheswithtoolsthatdisciplefamiliestoignite spiritualimpactoffamiliesbyraisingfamilylegacy coachesinsidethecongregations.
FLBD’s40-DayCampaigninitiativehasbecomeone ofourmostimpactfultoolsforchurchengagement andspiritualtransformationoverthelast20years. LedbyTomandBrett,thesecampaignsprovide churcheswithaSpirit-led,step-by-stepframework toignitespiritualgrowth,fosterdeepercommunity connection,andinspirelong-termdiscipleship.
Thisconcepthasalreadyreceived strongearlyinterest,andweare planningtoscaleFLBDdelivery throughlivecoaching,webinars,and digitalkits.Ourgoalistoseethese 40-DayCampaignsbecomethe catalytictoolforspiritualrenewalin churchesacrossthecountry helpingthousandsoffamiliesliveout theirfaithandlegacywith intentionalityandboldness.
PhilClemens&TheChristian FamilyBusinessPartnership
ConversationswithPhil Clemenshaveunlocked exponentialopportunities. Tom’srecentvisitwithPhiland oneofhisFamilyLegacyclients wasgroundbreaking. Ajoint interviewwithBrettandPhil sparkedmomentumtowarda newinitiative—FamilyLegacy BusinessByDesign.Thismodel bringsChristianfamiliesand businessestogetherunderthe mentorshipoftrainedFLBD leaders.AnupcomingfollowupinterviewwithPhilwillfurther exploreandformalizethis promisingventure
Training&TeachingSegments
Wehavecapturedover25 uniqueteachingandtraining segmentsfrommultiple workshops,personalinterviews, theKAConference,studio productioninCalifornia,and multipleliveworkshopsaround thecountry.
WATCHNOW
FamilyLegacyByDesign™ FinancialAdvisor CertificationProgram
EmpoweringChristianFinancialAdvisorstoGuideClients inBuildingMulti-GenerationalFamilyImpact
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(virtualorin-person)
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.
