Member Services Guide

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1 Member Services Guide July December 2015

2 Dear Kingdom Advisors Member: We are pleased to offer you the July - December 2015 Member Services Guide. In it, you will find the Kingdom Advisors member offerings available to you through conference calls, study groups, online training, and live events. We have put together a compelling line-up of opportunities that will allow you to become confident as a specialist in offering biblical financial advice. We are especially excited to highlight several upcoming offerings, including: Information about the Kingdom Advisors One Day events in New York City, Indianapolis, and Orange County this fall. An overview of our new member dashboard and resource library, your connection to everything Kingdom Advisors has to offer along with the premier training destination for the Christian financial advisor. Your last chance to take Kingdom Advisors Core Training in house and receive the Qualified Kingdom Advisor designation under the current guidelines before the training is expanded and moves to a university based delivery early in In the coming months, we are excited to offer teaching and tools around six new content focus areas. As always, we are grateful for the subject matter experts who lend their wisdom to our training offerings and we are grateful to you, our members, for your passion to apply your faith at work each day. We hope that you find many ways to engage with Kingdom Advisors as you review this guide. Thank you for the privilege of serving you! The Kingdom Advisors Team Kingdom Advisors 280 Interstate North Circle SE, Suite 100 Atlanta, GA

3 Table of Contents Kingdom Advisors Vision and Strategy 1 The Qualified Kingdom Advisor Designation 2 Kingdom Advisors Development Pathway 3 New Resource Library 5 New Member Home Page 6 Monthly Content Themes 7 Quarterly Teleconference Calls 9 Monthly Teleconference Calls 10 R3 Coaching 11 Core Training Is Moving 12 Online Courses by Jim Wise 13 Online Course on Biblically Responsible Investing 14 Monthly Study Group Topics 15 One Day Events 16 Continuing Education Offering for Leading Industry Designations Over 44 Hours of CE Credit Included in this Guide Kingdom Advisors is pleased to be a CFP Board-Registered CE Sponsor, an IMCA Registered CE Sponsor, and a CE provider for PACE recertification. Learn more about CE credit at kingdomadvisors.com/training/ce

4 Kingdom Advisors Vision To create a recognized and credible specialty of Christian financial, legal, and accounting professionals offering biblically wise financial advice. Our Roles Advocacy for biblical financial advice in the marketplace Community through events and study groups Training in various formats and topics related to our specialty Distinction by offering the Qualified Kingdom Advisors designation Our Content Our content supports 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 experience growth and challenge in these areas, we want to intentionally partner with you so that you are supported, exhorted, and equipped. Biblical Client Counsel Personal & Spiritual Growth Wise Practice Management 1

5 Qualified Kingdom Advisor Designation Over the last ten years, Kingdom Advisors has been offering 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. In the coming months, we are excited to announce key changes that will make becoming a Qualified Kingdom Advisor an even more exciting opportunity for those wishing to integrate their faith with their work! What follows is a list of some key changes and events surrounding the designation: A newly designed Qualified Kingdom Advisor profile page, where members of the public can seek out and discover advisors in their area who have attained the designation. A name change for the designation. Qualified Kingdom Advisor will become Certified Kingdom Advisor as the designation undergoes a re-branding process that will elevate it to a more credible, professional level within the industry. A directed public relations effort to promote the Certified Kingdom Advisor designation will be implemented over the next 12 months. Kingdom Advisors has engaged DeMoss, a leading public relations firm, to oversee this effort. For more information on earning the Qualified Kingdom Advisor designation, visit kingdomadvisors.com/association/designation 2

6 Engage with Kingdom Advisors! What are the best next steps for me to engage with Kingdom Advisors? Stage 1: I want to move toward deeper client conversations, but I am not sure I know how the Bible intersects with professional financial advice. I am confident that my faith has a place in my work and I want to learn practical points of application. Stage 2: My financial advice is tied to clients personal values and priorities. I ve systematically explored how scripture relates to my professional financial advice. I am clear about God s desire to be central to my work and my profession. My Next Steps: Quarterly Economic Review National Teleconference Monthly Focus Resources Study Groups Conferences My Next Steps: Core Training Missional Marketing Course Incorporating Philanthropic Counsel Course 3

7 Stage 3: I regularly engage with clients in faith-related dialogue, as I continue to confidently relate biblical wisdom to holistic financial counsel for both Christian and non-christian clients. I know I have a stewardship responsibility to advance the Kingdom at work. Stage 4: I am actively discipling clients as they apply faith to financial decision making. I seek opportunities to teach others about the intersection of faith and finances because I am committed to coming alongside others committed to vocational stewardship. My Next Steps: R3 Coaching Program Earn the Qualified Kingdom Advisor My Next Steps: Study Group Leader Core Training Facilitator Designation 4

8 Kingdom Advisors Resource Library Explore all of the practical and encouraging tools that Kingdom Advisors has to offer... At home, at work, or on the go - years of Kingdom Advisors training in an accessible format! The resource library is a searchable database of audio, video, and downloadable tools and resources. You are able to search by program, topic, or speaker. The resource library is also completely optimized for a mobile experience. Phase One of The Resource Library Includes Over 600 Resources, Including: Teleconferences Study Groups Annual Conference Main Stage Speeches Annual Conference Breakout Sessions Downloadable Tools Webinars Online Courses 5

9 Your Member Dashboard Your member dashboard, My KA, provides a wealth of information to facilitate your involvement with the Kingdom Advisors training and community. Access membership information, training, events, monthly resources and more! You Will Discover: Timely Messages Information about Your Upcoming Events Editable Membership Profile Resources You Have Tagged Monthly Focus Resources Access to Your Training Courses Explore your My KA page at kingdomadvisors.com/members 6

10 Monthly Content Themes: July: Balance Maintaining balance and perspective as you wholeheartedly pursue ministry allows for you to hear from and obey God rather than becoming worn out in the process of following Him. Study Group: Jeopardizing Your Practice with Jim Wise, Ronald Blue & Co. National Teleconference: Dr. Richard Swenson, author of Margin Tools and Resources: Jeopardizing Your Practice Tool from Jim Wise Wake Up Call Annual Conference Talk (Video) from Anne Graham Lotz Margin by Dr. Richard Swenson book order weblink August: Global Viewpoints Learning more about the global context of generosity and economic development allows you to speak meaningfully into the stewardship decisions of your clients. Study Group: A Global Perspective with David Wills, National Christian Foundation National Teleconference: Advisor Panel led by Randy Schroeder, Ronald Blue & Co. Tools and Resources: Web Based Global Persepctives Resources Christ-Centered Generosity: Global Perspectives on the Biblical Call to a Generous Life Book Order link David Wills 2014 Annual Conference Talk (Video) September: Live, Give, Owe, Grow Live, Give, Owe, Grow is a financial communication framework that offers clarity as clients apply wisdom in financial decision making. Study Group: Applying Live, Give, Owe, Grow in a Client Context with Ron Blue, Kingdom Advisors Accepted for CE National Teleconference: Terry Parker, National Christian Foundation Tools and Resources: Live, Give, Owe, Grow Client Tool 7

11 Access all of Monthly Focus Resources at kingdomadvisors.com/members October: Contentment Discover what research on the topic of contentment has shown about ways that advisors can most effectively disciple clients in this key area. Study Group: Contentment with Sharon Epps, Amy Sherman, and Ron Blue. Accepted for CE National Teleconference: Advisor Panel, including Sharon Epps, Jeff Rogers, Janice Thompson, and Jim Wise Tools and Resources: Contentment Conversation Tool, developed by Sharon Epps and Amy Sherman November: Vocational Stewardship Integrating faith and work is a rewarding and intentional process that fosters personal spiritual growth along with Kingdom impact in the world. Study Group: Kingdom Calling with Dr. Amy Sherman National Teleconference: Tom Nelson, Christ Community Church Tools and Resources: Work Matters by Tom Nelson book order link Kingdom Calling by Dr. Amy Sherman book order link December: Engagement Fully engaged people are contagious leaders. Learn how to be more fully engaged for Kingdom purposes in your life and in your work. Study Group: Fully Engaged Practice with John Busacker, Life-Worth Accepted for CE National Teleconference: Andy Andreas, National Christian Foundation Tools and Resources: Sounding Board Tool from John Busacker Don t Go It Alone Article 8

12 Kingdom Advisors Leadership Team Tony Stinson Town Hall Teleconference The Kingdom Advisors leadership team shares the latest developments, initiatives and opportunities as we advocate for biblically wise financial advice in the marketplace. November 5-4pm Eastern To Register: kingdomadvisors.com/training/teleconferences Rob West Ron Blue Jerry Bowyer Principled Reasoning Institute Quarterly Economic Review with Jerry Bowyer Explore the intersection of faith, economics, and investments with economist Jerry Bowyer. July 16-4pm Eastern October 15-4pm Eastern To Register: kingdomadvisors.com/training/teleconferences Jerry Bowyer 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. 9

13 Monthly Teleconferences Join Ron Blue, Rob West, and subject matter experts on an interactive call as they offer testimonies, best practices, and encouragement about relevant topics for Christian financial professionals. Calls begin at 4 pm Eastern kingdomadvisors.com/events July 28 Guarding Mental, Physical, and Spiritual Space Dr. Richard Swenson, author of Margin October 27 Discipling Clients toward Greater Contentment Sharon Epps, Jeff Rogers, Janice Thompson, and Jim Wise August 25 Engaging Clients in a Global Viewpoint Advisor Panel November 17 Work Matters Tom Nelson, pastor of Christ Community and author of Work Matters September 22 Give Me Neither Poverty Nor Riches Terry Parker, National Christian Foundation December 15 Fully Engaged: One Man s Story of Going All In Andy Andreas, National Christian Foundation 10

14 Kingdom Advisors R3 Coaching Make The Next 3 Years Your Very Best. Transform Your Practice. Transform Your Life! Paul Anthes Financial Advisory Corp. Developed by Paul Anthes, a successful Christian executive with 25 years of experience, the R3 Coaching Program helps you clearly design and pursue your preferred future. You will be equipped with practical tools to strategically focus your time and to develop a purpose driven infrastructure that maximizes business growth and work- life balance. It could take me a decade to accomplish the things I ve accomplished in just 12 months with R3 Coaching participant testimonial Class of 2018 Year One Dates: September 16, 2015 December 9, 2015 March 16, 2016 June 15, 2016 More information and registration links can be found at right3.com/program/ 11

15 Core Training Is Moving! The time to earn your Qualified Kingdom Advisor designation is now! For eight years, Kingdom Advisors has offered the 20-module online Core Training from Ron Blue through its own in-house delivery and testing system. Later this year, the Core Training will move to a university-based delivery bringing more academic rigor to the Core Training offering and the subsequent Qualified Kingdom Advisor designation process. To take advantage of the current Kingdom Advisors Core Training pricing and the current guidelines for obtaining your Qualified Kingdom Advisor designation, the time to act is now! Register today at kingdomadvisors.com/training/core-training and complete your Qualified Kingdom Advisor application. Why Core Training? Learn how to offer biblical professional financial advice that is relevant in any economy Bring more value to your clients by offering life counsel from an eternal perspective Differentiate yourself in an increasingly commoditized marketplace 20 Hours of CE Credit Granted for CFP, IMCA designations, and PACE designations 12

16 Online Training from Jim Wise Jim Wise Ronald Blue & Co. Missional Marketing 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. To Register: kingdomadvisors.com/training/topical-courses 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. To Register: kingdomadvisors.com/training/topical-courses 3 Hours of CE Credit Granted for CFP, IMCA designations and PACE designations 13

17 Biblically Responsible Investing Understanding the Heart of God Offered 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. Dan Hardt Dan Hardt Financial Services 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. To Register: kingdomadvisors.com/training/topical-courses 5 Hours of CE Credit Granted for CFP, ICMA designations, and PACE designations 14

18 Local Study Groups More than 200 small groups meet locally to experience dynamic teaching, engage in group discussion, share best practices, and fellowship with like-minded professionals. July: October: Jim Wise, Ronald Blue & Co. Jeopardizing Your Practice August: Ron Blue, Sharon Epps, & Dr. Amy Sherman Contentment Accepted for CE November: David Wills, National Christian Foundation A Global Perspective Dr. Amy Sherman, The Sagamore Institute Kingdom Calling September: December: Ron Blue, Kingdom Advisors Applying Live, Give, Owe, Grow in a Client Context Accepted for CE John Busacker, Life-Worth Fully Engaged Practice Accepted for CE 15

19 One Day Regional Conferences Changing The Conversation New New York York City: City: September September Convene Convene Midtown Midtown East East Indianapolis: Indianapolis: September September College College Park Park Church Church Orange Orange County: County:October October Saddleback Saddleback Church Church Paul Anthes Jerry Bowyer Todd Harper Mitch Anthony John Busacker Jeff Manion Ron Blue Bob Doll Eric Metaxas R3 Coaching Advisor Insights Inc. Kingdom Advisors To Register: kingdomadvisors.com/oneday Principled Reasoning Institute Life-Worth, LLC Nuveen Investments, Inc. Generous Giving Ada Bible Church Speaker & Author

20 Kingdom Advisors 280 Interstate North Circle SE, Suite 100 Atlanta, Georgia

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