Faith-Based Investing Advisory Council

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  • 1.  November Study Group

    Posted 11-18-2021 09:55
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    Our next Faith-based advisor study group will be this Friday November 19th at 4PM EST.  No registration is required.  Please share with a friend or colleague.  You may join us at the appointed time by following this link: https://smart.newrow.com/#/room/mey-736 

    This month's topic:  Bearing Fruit While Building a Thriving Practice

    Jim Wise helps us rethink our hiring processes and our client service model so that our practices not only thrive but are also poised to bear abundant spiritual fruit.

     

    Jim Wise

    Ronald Blue Trust

    Jim Wise is a senior partner and senior private wealth advisor for the Private Wealth division of Ronald Blue Trust. A frequent conference speaker for churches and faith-based organizations, Jim also teaches a weekly Bible study in the Lake County Jail. Jim has written three books: a Bible study workbook, Five Steps to Financial FreedomSpiritual Gifts, Plain and Simple; and Inheritolatry: The Final Obstacle to Completing the Great Commission. He has also earned the Certified Kingdom Advisor® designation. Jim and his wife, Lori, live in Orlando, Florida and have six adult children and six grandchildren.



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    MARK TRICE
    CLEARVISTA FINANCIAL
    MTRICE@CLEARVISTAFINANCIAL.COM
    Waco, TX
    5123811510
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