As a central part of Stewardship Resource Group’s Stewardship Planning Ministry, the Advisor Training is a unique opportunity for legal and financial advisors to learn sound biblically-based stewardship planning and strategies.
Advisor Training Curriculum
In the buttons below, view/download a PDF of each curriculum set. Links to each set are provided in the PDF.
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The Advisor Training curriculum is available as online, on-demand video training with supplemental material provided. Courses feature video training, and include supplemental articles, resources and course handouts, which are available to download.
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In this course we do a comprehensive review of the Old and New Testaments, highlighting the Scriptures that focus on stewardship generally and giving specifically. We cover over 400 verses in this class.
Your success in moving your clients to actual implementation of your planning recommendations depends largely on your ability to work effectively with their other professional advisors. In this course, we give you the timing and the process for how to build a high-trust/high-performing planning team of professional advisors.
How do you set up your practice and what services should you provide so that your clients will look to you first among all their advisors (attorney, accountant, insurance agent, money manager, etc.)? Trust has far less to do with experience or knowledge than it does with what you have to offer. In this course, those “high-trust” services will be given and unpacked.
With tens of thousands of advisors all hawking their wares, how can you set yourself apart from the noise and the competition? In this course, we discuss how to create a practice that is unique, of high value, and that will give you a marketing message that elevates you above advisors that are selling commoditized products and services.
A comprehensive stewardship planning process must address all five aspects of planning. The right emphasis on each aspect is critical to ensure the plan designed for clients is implemented effectively. In this class, we discuss the “quicksand” of implementation and how to avoid losing your clients in it.
Have you ever talked to a potential client and been blown off with comments like: “Oh, we already have that taken care of” or “We already have an advisor who does that for us”? You know that you have 10 seconds to come up with a compelling response or the conversation is about to be over. This course outlines how to ask “critical mental angle” questions that can turn a potential client from “no interest” to asking for more information. Learn how to bypass a “having it all covered” response, helping clients reach the full potential of their financial plan.
There are three approaches to estate planning: a tax approach, a values approach and a virtues approach. In this course, we unpack all three and highlight why the virtues-based approach is the most effective and the most enduring.
In this course we look at the 10 unique stewardship dilemmas that affluent families face, and how to assist them in overcoming these dilemmas. People of more modest means have no idea these challenges exist nor do they understand how they could.
An advisor’s personal worldview has a massive impact on how he or she provides guidance. Tragically, even Christian advisors do much of their planning from a secular perspective because this is how they were trained. In this class, we identify where secular and biblical worldviews collide and provide practical examples of actual planning and giving outcomes.
If you ask the wrong questions, you will always get the wrong answers. In this course you learn not only how to ask questions, but how to ask the right questions that will provide a very effective path to optimizing how you serve your clients and the outcomes that are achieved.
There are three foundational questions that need to be answered for a family to create a comprehensive and integrated plan. In this class, we discuss these questions and describe how to use them to help your client’s maximize strategic planning outcomes.
There is an old saying, “If you don’t know where you are going, any road is just fine.” One of the most critical aspects to effective planning is figuring out the “destination” before you start giving a client directions. In this course you learn how to conduct an extensive “Discovery Retreat” that lets you discover far more than just financial objectives. It will help you discover the two great motivators to action: problems to be solved and opportunities to be seized. The more you know, the better you can plan.
One of the most effective ways to avoid family blowups or meltdowns regarding plans is to make sure that the entire family is aware of what is being planned and why. In this course, you learn why and how to conduct regular, all-family meetings to get everyone on the same page and keep everyone on the same page going forward.
Most people, when asked if they would like to give more than they do, would say yes. So what is preventing them from doing so? There are a number of spiritual, emotional and financial obstacles that prevent people from being more generous than they are. If you know what these obstacles are, you can address them and quite often open a literal floodgate of giving that even the family never dreamed they could or would do. In this course you learn what those obstacles are and how to overcome them.
Without a doubt, the most complex area of planning is inheritances. There is nothing more devastating than an ill-thought-out inheritance plan. In this class, we learn how to use “maturity markers” to help parents and grandparents objectively assess the readiness of their heirs to receive an inheritance. We will show you how to use an inheritance “fire drill” to determine the right amount of inheritance for each heir.
In this course we look at seven powerful charitable planning tools and their many variations and situations/transactions where they are powerful in optimizing planning outcomes.
This course highlights the traditional planning tools most commonly used in estate planning. We discuss how they work and which assets work best with each tool.
There are a number of powerful planning tools that can be utilized in the planning process, but when you can combine two or more of these tools into a single planning strategy, the results are “off the charts.” In this course, we show you how to effectively combine various charitable and non-charitable tools to supercharge the planning results you will achieve for your clients.
In this course we consider 10 effective ways to give to the Kingdom besides cash. You will understand how the tools work and the amazing results they produce for the family and for the Kingdom.
In this course we look at the four key estate planning techniques that should shape your work with clients: compression, freezing, leveraging and charitable. Each of these by themselves is very effective, but when you combine them the outcomes are truly extraordinary.
Does God care how we invest His resources? This is a profound question that few Christian advisors consider. But as stewards of His resources, it is a question that we should be compelled to ask and to answer. In this course, you will see the biblical basis for this approach and how you can incorporate it with no reduction in total investment return.
All four of these case studies will give you a glimpse into real lives of affluent families. You will see where these clients were prior to comprehensive and integrated planning and where they ended up after it. The results are compelling and will excite and motivate your higher capacity clients or potential clients.
Advisor Referral Network
Our goal is to raise up committed, knowledgeable, and skilled advisors who live and practice their professions with a biblical worldview and focus on advancing the Kingdom of God. When SRG encounters ministry partners who need assistance with their planning, we want to have a network of vetted and skilled advisors available to assist them with their personal stewardship planning. The on-ramp to becoming part of SRG’s Advisor Referral Network is through completion of training webinars offered through the Advisor Training Ministry.