member services guide - kingdom...
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Member Services GuideJuly – December 2016
Dear Kingdom Advisors Member: We are pleased to offer you the July - December 2016 Member Services Guide. In it, you will find the Kingdom Advisors member offerings available to you through the “My KA” member portal at kingdomadvisors.com, as well as live and web-based events. We have put together a compelling collection of opportunities, and 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 KA Team
Table of ContentsContinuing Education Credit 1
Kingdom Advisors Vision and Strategy 2
Your Member Dashboard 3
Certified Kingdom Advisor® designation 4
Resource Library 6
Ron Blue Answers 7
Monthly Content Themes 8
Quarterly Teleconference Calls 10
Monthly Teleconference Calls 11
R3 Coaching 12
StoryBrand 13
BRI Community Group 14
One Day Conferences 15
Training Courses 16
Web Apps 17
Monthly Study Group Topics 18
Find a Study Group 19
Job Board 20
Annual Conference 2017 21
Kingdom Advisors • 280 Interstate North Circle SE, Suite 100 • Atlanta, GA 30339 • 404.497.7680
Continuing Education for Leading Industry Designations
Over 32 Hours of CE Credit included in this Guide
Kingdom Advisors works diligently to provide continuing education opportunities via study groups, online training, and live events. It is our pleasure to serve you in this way and to provide meaningful offerings that advance your expertise as a specialist in offering biblically wise financial advice.
New in 2016, Kingdom Advisors is offering Continuing Education credit for CPAs via the National Registry of CPE Sponsors!
As always, 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
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Kingdom Advisors VisionTo create a recognized and credible specialty of Christian financial, legal, and accounting professionals offering biblically wise financial advice.
Our Roles
Our content supports your growth in four critical areas: gaining an understanding of biblically wise financial counsel, having a well defined calling, personally modeling biblical financial wisdom, and creating client environments that facilitate intentional conversations. Because financial advisors who desire to become specialists in biblical counsel experience growth and challenge in all of these areas, we want to intentionally partner with you so that you are multi-dimensionally supported, exhorted, and equipped.
Our Content
Advocacy for biblical financial advice in the marketplace
Community through events and study groups
Training in faith/practice integration
Distinction by offering the Certified Kingdom Advisor® designation
Intentional Conversa-tions
Client Environment
Personally Modeling
Biblical Understanding
Well Defined Calling
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Your Member DashboardYour 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, the job board, certification resources, and more!
You Will Discover:
Access to the Job Board
Timely Messages
Information about Your Upcoming Events
Editable Membership Profile
Resources You Have Tagged
Monthly Focus Resources
Access to Your Training Courses
Certification Profile
CKA® Downloads
Transaction History
Client Web Apps
Explore your “My KA” page at: kingdomadvisors.com/members
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Certified Kingdom Advisor® DesignationCertified Kingdom Advisor® is a designation granted by Kingdom Advisors®, Inc. to individuals who have demonstrated themselves to be:
Believers in Jesus Christby pledging agreement with the Kingdom Advisors® statement of faith and providing a personal testimony of accepting Jesus Christ as their Lord and Savior.
Able to Apply Biblical Wisdom in Counselby participating in the Certified Kingdom Advisor® Educational Program, as well as ongoing training offerings, and committing to incorporate biblical principles in their financial advice.
Technically Competentby providing evidence of an approved professional designation (varying by discipline) or having at least 10 years full-time experience in their discipline.
Ethical and of Integrityby agreeing to espouse and practice the Kingdom Advisors® Code of Ethics and maintain active local church involvement, as well as providing pastoral and client letters of reference.
Biblical Stewardsby pledging that they practice biblical stewardship in their personal and professional life and give regularly in proportion to their income.
For more information on earning the Certified Kingdom Advisor® designation, visitkingdomadvisors.com/association/designation
®
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Certified Kingdom Advisor® Designation Promotional EffortsKingdom Advisors is engaged in an ongoing effort to promote the Certified Kingdom Advisor® designation. Our latest efforts include:
MoneyWise Radio ProgramKingdom Advisors President, Rob West, is currently hosting this nationwide radio program 2 days per week. The program has an audience of over 750,000 per week. The Certified Kingdom Advisor® designation is featured as a new step for those needing a financial professional when appropriate.
Master Your Money Revised Edition, Ron Blue with Michael BlueThe most recent version of Master Your Money has a special appendix promoting Kingdom Advisors and the Certified Kingdom Advisor® designation. In addition, the book has information about how to choose a financial advisor.
God Owns It All, Ron Blue with Michael BlueThis new church curriculum from LifeWay equips participants to approach money management and financial planning with freedom, generosity, contentment, and confidence. The curriculum has a special section devoted to the ministry of Kingdom Advisors and the Certified Kingdom Advisor® designation.
Christian Publications and Financial MediaKingdom Advisors and CKA® are regularly featured in Christian publications and financial media through Op-Ed articles and interviews.
Social MediaKingdom Advisors leverages various social media platforms to promote Kingdom Advisors and the Certified Kingdom Advisor® designation.
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Kingdom Advisors Resource Library
At home, at work, or on the go, browse 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.
The Resource Library Features Over 1,200 Resources, Including:
Teleconferences
Study Groups
Annual Conference Main Stage Speeches
Annual Conference Breakout Sessions
Downloadable Tools
Webinars
Online Courses
Explore all of the practical and encouraging tools that Kingdom Advisors has to offer...
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New Content: Ron Blue AnswersFor five years, Ron Blue conducted monthly Coaching Calls for Kingdom Advisors’ members. Now, you can readily access nearly 700 answers to advisors’ questions from those calls! Each question and answer has been independently captured and categorized so that you can browse questions ranging from, “How do I bring Christianity into conversations with clients I’m just meeting?” to “What do account minimums have to do with a biblical worldview?” and everything in between!
In the Resource Library, browse more than thirty “Ron Blue Answers” categories including church engagement, marital communication, goal setting, wealth transfer, team building, and more!
Access these resources in the Kingdom Advisors Resource Library.
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Monthly Content Themes July: A New Retirementality Conversation Learn four key factors that are important to explore when helping clients plan for a meaningful retirement.
Study Group: A New Retirement Conversation with Mitch Anthony, Advisor Insights.Accepted for CE
National Teleconference:Mitch Anthony, Advisor Insights Tools and Resources: • The Ideal Week in Retirement
tool
• 2016 Annual Conference Breakout “A New Retirement Conversation Super Breakout” with Mitch Anthony
• My Retirementality™ Profile
August: God Owns It All Strengthen your understanding of the core tenets of biblical financial stewardship and be equipped to
share the message with those in your sphere of influence.
Study Group: Sharing the Core Message with Ron Blue, Kingdom Advisors
National Teleconference:Kevin Myers, Pastor of 12Stone Church Tools and Resources: • “Sketch Effect” Core
Message Animated Video
• God Owns It All Church Curriculum Workbook and Video Sample
• Core Message Illustrations
September: Relational Wisdom Understand how to apply Jesus’ two Great Commandments, to love God with all your heart and to
love your neighbor as yourself (Mt. 22:37-39) to develop and maintain healthy relationships.
Study Group: Applying Relational Wisdom in Your Practice with Ken Sande, Relational Wisdom 360 Accepted for CE
National Teleconference:Ken Sande, Relational Wisdom 360, Nelson Cooney, US Trust
Tools and Resources: • Relational Wisdom Quick
Reference
• Tips for Responding to the Case Study (Bonus Video), Ken Sande, Relational Wisdom 360
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October: Inheritolatry Learn to share a biblical perspective of inheritance with clients that accounts for the heirs’
faith commitment, spiritual maturity, and financial responsibility.
Study Group: Inheritolatry with Jim Wise, Ronald Blue & Co.Accepted for CE
National Teleconference:Tom Conway, Conway & Associates; Jeff Rogers, Stewardship Advisory Group; Jim Wise, Ronald Blue & Co.
Tools and Resources: • 2016 Annual Conference
Breakout “A Biblical Perspective on Inheritance” with Jim Wise, Ronald Blue & Co.
• Wealth Transfer Kingdom Conversation ModuleNovember: Keys to Finishing Well
Learn the seven keys to finishing well so that Christ is glorified by the way that we follow Him through the final season of our lives.
Study Group: Keys to Finishing Well with Ken Boa, Reflections Ministries
National Teleconference:Ron Blue, Kingdom Advisors
Tools and Resources: • Keys to Finishing Well
Super Breakout - Annual Conference 2016
• 2013 Annual Conference General Session, “Knowing Christ and Finishing Well” with Ken Davis
December: The Paradox of Success and Prosperity Learn to develop the discernment and clarity you (and your clients) need to thrive in today’s new
era of overload.
Study Group: The Paradox of Success and Prosperity with Paul Anthes, Financial Advisory CorporationAccepted for CE
National Teleconference:Paul Anthes, Financial Advisory Corporation and Dr. Richard Swenson, Author/Speaker
Tools and Resources: • Day Alone with God Agenda• Defining Success Worksheet
Access all “Monthly Focus” Resources at kingdomadvisors.com/members
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November 17th - 4pm Eastern
To Register: kingdomadvisors.com/training/teleconferences
Town Hall TeleconferenceThe Kingdom Advisors leadership team shares the latest developments, initiatives, and opportunities as we advocate for biblically wise financial advice in the marketplace.
Quarterly Economic Review with Jerry BowyerExplore the intersection of faith, economics, and investmentswith economist Jerry Bowyer.
Jerry Bowyer is the Chief Economic Strategist for Vident Financial and an economic advisor to Ronald Blue & Co., where he helps to implement the Principled Reasoning investment decision making framework. Jerry is a Forbes.com columnist, and a former commentator on Fox Business News, Fox News, and CNBC.
August 18th - 4pm Eastern
November 3rd - 4pm Eastern
To Register: kingdomadvisors.com/training/events
Jerry BowyerPrincipled Reasoning
Institute
Tony Stinson
Rob West
Ron Blue
Kingdom Advisors Leadership Team
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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 Easternkingdomadvisors.com/events
Monthly Teleconferences
July 26Avoiding Retirement Pitfalls Mitch Anthony, Advisor Insights
August 23Biblical Stewardship and the Church: Coming Alongside Your PastorKevin Myers, 12Stone Church
September 27Applying Relational Wisdom in Your PracticeNelson Cooney, US Trust andKen Sande, Relational Wisdom 360
October 25The Inheritance ConversationJeff Rogers, Tom Conway, and Jim Wise
November 15 Lessons Learned on Finishing Wellwith Ron Blue, Kingdom Advisors
December 13 Restoring Emotional, Physical, Financial, and Time Reserves to Overloaded LivesPaul Anthes, Financial Advisory Corp. and Dr. Richard Swenson, Author/Speaker
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Kingdom Advisors R3 CoachingMake The Next 3 Years Your Very Best. Transform Your Practice. Transform Your Life!
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 2019 Year One Dates:
*September 30, 2016 Enrollment Deadline (Class size limited to 25)
November 9, 2016
February 22, 2017
May 24, 2017
August 23, 2017
More information and registration links can be found at right3.com/program/
Paul Anthes CFP®
Financial Advisory
Corporation
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StoryBrand Workshop for Kingdom Advisors MembersKingdom Advisors is excited to announce a partnership with StoryBrand to offer its powerful 2-day workshop specifically for Christian financial professionals.
The StoryBrand Marketing Workshop helps individuals and organizations understand what customers are looking for so they can tell their story in such a way that people listen. You will clarify your messaging enabling you to connect and engage with your customers, revolutionize your marketing, and grow your firm.
The StoryBrand Workshop is taught by Donald Miller and the StoryBrand team, creators of the SB7 framework. Don has studied story for decades and as such is versatile in a language human beings have been speaking for centuries. Combined, his 7 books have spent more than a year on the NYT Best Sellers list and he has consulted with hundreds of companies to help them clarify their messaging. Combining Kingdom Advisors with the StoryBrand experience allows you to benefit from sharing ideas, building community, and learning from other like-minded practitioners as your own brand message comes to life.
For further information and to register, visit: kingdomadvisors.com/storybrand
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Biblically Responsible Investing Community Group
Monday, July 18th, 4pm ESTUsing Business and Technology to Fulfill the Great Commission
Guest: Rod D. Martin, CEO of The Martin Organization
On this call entrepreneur and futurist Rod Martin will discuss how we can use capitalism and technological advances to fulfill the Great Commission. In addition we’ll discuss his views on upcoming trends in the marketplace, including what we should be on the lookout for as Christian financial advisors.
Monday, September 19th, 4pm ESTIf Not Us, Who? If Not Now, When? Guests: Buck Jacobs, Founder of the C12 Group
C12 Group Founder and Board Chairman, Buck Jacobs, will challenge us to reclaim our culture by stepping up and being the leaders of change within our businesses, communities, and personal lives.
Monday, November 21st, 4pm ESTKingdom Impact Investing
Guests: David Simms, Past President, Opportunity International and Stephen Freed, CEO of Dignity Coconuts
What is “Kingdom Impact Investing” and how does it differ from social impact investing or pure philanthropy? We will be reviewing case studies of the work/ministry going on in this space, including a deep dive into how Dignity Coconuts (www.dignitycoconuts.com) is helping to transform lives in the Philippines. We aim to engage in a robust discussion to learn and share what others see happening in this space.
Teleconference Calls
Orange County: October 12Saddleback Church
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2016 Regional ConferencesOne Day
Randy AlcornEternal Perspective
Ministries
To Register: kingdomadvisors.com/oneday
Orange County: October 12Saddleback Church
Rich Toward God
Indianapolis: November 1College Park Church
Orange County: October 12th Saddleback Church
Indianapolis: November 1st College Park Church
Orange County: October 12Saddleback Church
Indianapolis: November 1College Park Church
Paul AnthesR3 Coaching
Ron BlueKingdom Advisors
John BusackerLife-Worth, LLC
Dr. Ken BoaReflections Ministries
Bob DollNuveen
Investments, Inc.
Finny KuruvillaEventide Funds
Lloyd ReebHalftime
Jim WiseRonald Blue & Co
Dr. Richard Swenson
Futurist and Author
Earn up to 4 hours of CFP®, CPA, IMCA and PACE CE
Speakers Vary by City
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Online Training Courses Missional Marketing Jim Wise, Managing Director, Ronald Blue & Co., Orlando
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.
Incorporating Philanthropic Counsel into Your Advisory PracticeJim Wise, Managing Director, Ronald Blue & Co., Orlando 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.
3 Hours of CE Credit Granted for CFP®,CPA, IMCA designations
and PACE designations
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.
5 Hours of CE Credit G ranted for CFP®, CPA, IMCA designations, and PACE designations
To Register: kingdomadvisors.com/training/topical-courses
Jim WiseRonald Blue
& Co .
Dan HardtDan Hardt Financial Services
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Kingdom Advisors Web AppsWe are pleased to announce an exciting new member benefit with the release of our first two Web Apps. These first two apps are the beginning of a suite of tools that we are planning to develop to equip Kingdom Advisors members to have meaningful conversations with clients rooted in biblical truth.
Uses of Money App:The Uses of Money App allows you to walk your clients through a visual representation of their current and anticipated uses of money using the five uses of money. You’ll love how you can save current and future information and choose the charts that are displayed on the screen for the client.
Digital Contentment Cards App:Based on the Contentment Card exercise that has been so popular with our members, this digital version enables your clients to select the areas in which they are most and least content, allowing you to begin conversations with your clients in a way that will lead to meaningful interactions about the topic of contentment and change-oriented financial decision making.
To experience these exciting new Apps, visit: kingdomadvisors.com/members/apps/clients 17
October:
Jim Wise, Ronald Blue & Co. Inheritolatry Accepted for CE
November:
Ken Boa, Reflections Ministries Keys to Finishing Well
December:
Paul Anthes, Financial Advisory
Corporation The Paradox of Success and
Prosperity Accepted for CE
Local Study Groups
July:
Mitch Anthony, Advisor Insights A New Retirement
Conversation Accepted for CE
August:
Ron Blue, Kingdom Advisors God Owns it All
September:
Ken Sande, Relational Wisdom 360
Applying Relational Wisdom in Your Practice
Accepted for CE
More than 200 small groups meet locally to experience dynamic teaching, engage in group discussion, share best practices, and fellowship with like-minded professionals.
NOTE: Select Study Groups have been accepted for CFP®, CPA, IMCA and PACE designations. Submit for CE credit at kingdomadvisors.com/training/ce
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Find a Study Group
To Search for a Study Group: kingdomadvisors.com/study-groups/find
We have recently introduced a Study Group search feature at Kingdom Advisors.
We hope that it will be a great tool to help you share the accessibility and encouragement of monthly Kingdom Advisors Study Groups with those in your sphere of influence.
Think of a advisor you know who would benefit from the community of a KA Study Group and point them to a meeting close to their office today!
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Kingdom Advisors Job Board Have you ever had a job opening you’d like to share with the Kingdom Advisors
community at large?
Have you ever wanted to hire an intern from a pool of students who are being trained in offering biblically wise financial advice?
Have you ever wanted to search for a job within the Kingdom Advisors network?
Now you can!
Kingdom Advisors members are now able to post jobs, including location, salary, required skills, and a job description. Also all members, including student members, can now search for jobs on the Kingdom Advisors Job Board.
Visit your “My KA” page and click “Job Board” on the member menu to create a job board entry.
Earn up to 17 hours of CE Credit Granted for CFP®, CPA, IMCA designations, and PACE designations
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Timeless WisdomKingdom Advisors 2017 Annual Conference
February 15 – 17 • 2017Omni ChampionsGate Orlando, FL
Earn up to 17 hours of CE Credit Granted for CFP®, CPA, IMCA designations, and PACE designations
Randy Alcorn
Mark Batterson
Ron Blue
Donald Miller
Bryan Loritts
Lysa TerKeurst
Charles Billingsley
®
kingdomadvisors.com/2017
Registration Now Open
Kingdom Advisors280 Interstate North Circle SE, Suite 100Atlanta, Georgia 30339 404.497.7680