Category: Advisor Training
Investing with Biblical Integrity (PTS 700)
The Biblical Responsible Investment Movement 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 […]
Case Study #4: The Murphy Family (PCS 400)
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 #3: The Patterson Family (PCS 300)
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.
The Four Key Estate Planning Techniques in Stewardship Planning (PTS 500)
Optimizing Stewardship Planning In this course we look at four key estate planning techniques that should shape your work with clients: compression, freezing, leveraging, charitable. Each by themselves is very effective, but when you combine them the outcomes are truly extraordinary. Topics Compression Techniques: Making Things Smaller Freezing Techniques: Keeping Things the Same Leveraging Techniques: […]
The Ten Unique Stewardship Dilemmas Affluent Christians Face (SPP 800)
Lifestyle Dilemmas vs Wealth Transfer Dilemmas vs Philanthropic Dilemmas In this course we look at the 10 unique stewardship dilemmas that affluent families face, and how to assist them in overcoming these dilemmas. Dilemmas The Bigger Barns Dilemma The Prisoner of My Own Success Dilemma The It’s Lonely at the Top Dilemma The Next Generation […]
A Virtues-Based Approach to Planning (SPP 700)
Unpacking the Three Approaches to Estate Planning There are three approaches to estate planning: a tax approach, a values approach and a virtues approach. In this course we highlight why the virtues-based approach is the most effective and the most enduring. Topics Unpacking the three approaches to wealth planning practiced today Growing a strong family […]
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 The concepts of primary greatness and secondary greatness Purpose-based thinking and planning Family Wealth Planning […]
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.