Biblical Stewardship Resource Library

A ministry of Taylor University

Biblical Stewardship Resource Library

Category: Advisor Training

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 […]

Answering the Three Required Foundational Planning Questions (ESC 300)

Helping Client’s Maximize Planning Outcomes There are three foundational questions that need to be answered for a family to create a comprehensive and integrated plan. In this course, we discuss these questions and describe how to use them to help your client’s maximize strategic planning outcomes. Topics Learning about the three foundational planning questions Outlining […]

Inheritance Planning and Heir Preparation (ESC 800)

Maturity Markers and Inheritance Readiness 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 course, 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 also […]

Understanding and Using the Charitable Planning Tools (PTS 100A)

Optimizing Planning Outcomes This course looks at seven charitable planning tools and their many variations and situations/transactions where they are powerful in optimizing planning outcomes. Topics Understanding personal and charitable planning tools Combining tools to create even greater planning outcomes Answering the two questions concerning planning tools: “What do we gain?” and “What do we […]

The Collision of Biblical and Secular Worldviews in Planning and Giving (ESC 200)

Are You Asking Your Clients the Right Questions 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 course, we identify where secular and biblical worldviews collide and […]

The Five Phase Stewardship Planning Process (SPP 400)

Avoiding the Quicksand of Implementation 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. Topics Five […]