How to Work With Your Clients’ Other Professional Advisors (SPP 200)
Building a High Trust/High Performing Planning Team 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. […]
Biblical Basis for Stewardship and Generosity (SPP 100)
Listening to the Word of God 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. Topics Video Handout Biblical Basis for Stewardship and Generosity (SPP 100) Related Resources Articles
Case Study #2: The Craig Family (PCS 200)
The process in this study creates Intentional Transformation for families and businesses by guiding them to discover the greatness, growth, governance and generosity in their story.
Case Study #1: The Bennett Family (PCS 100)
The process in this study creates Intentional Transformation for families and businesses by guiding them to discover the greatness, growth, governance and generosity in their story.
Ten Creative Giving Strategies for Your Planning Toolbox (PTS 400)
Understanding Why Cash is Least Effective When Giving 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. Topics Video Handout Ten Creative Giving Strategies for Your Planning Toolbox (PTS […]
Combining Various Tools To Optimize Planning Outcomes (PTS 200)
Supercharge Planning Results There are a number of very 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 […]
Understanding and Using the Traditional Planning Tools (PTS 100B)
Characteristics, Applications, Best Assets for Use 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. Topics Video Handout Understanding and Using the Traditional Planning Tools (PTS 100B) Related Resources
Overcoming Obstacles to Generous Giving (ESC 700)
Spiritual, Emotional, Financial Barriers to Generosity Most people would say “yes” when asked if they would like to give more than they do. But there are a number of spiritual, emotional and financial obstacles that prevent people from being more generous than they are. When you know what these obstacles are, you can address them […]
Conducting a Client Discovery Retreat and Effective Family Meetings (ESC 600)
Problems to Be Solved, Opportunities to Be Seized One of the most critical aspects to effective planning is figuring out the “destination” before you start giving a client directions. This course outlines how to conduct a retreat that lets you discover far more than financial objectives. It will help you discover the two great motivators […]
Becoming Your Client’s Most Trusted Advisor (SPP 300)
Setting Yourself and Your Practice Apart in the Overcrowded Marketplace 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 […]