Faith-Based Investing Advisory Council

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Last Study Group Session of 2022!

  • 1.  Last Study Group Session of 2022!

    Posted 12-03-2022 12:53
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    Please make plans to join our study group session for Faith-Based Advisors Friday December 16th 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

    Come for the fellowship and support of other advisors integrating faith into their practice.

     

    Jim Whiddon lays out a framework for effective mentoring which will help us grow as disciple-making advisors. (Part 1 of 2)

     

    Jim Whiddon

    Texas A&M University, The Old School Consulting Firm


    Jim Whiddon, CFP®, MSFS, founded JWA Financial Group, Inc. in Dallas, TX, and served as CEO for 28 years before his firm was acquired in a merger in 2013. He then launched "The Old School," a professional development and consulting firm specializing in exceptional personal skills and mentoring systems for college programs, young professionals, and corporate executives. Jim's work has been quoted or seen in more than 350 publications and national media outlets, including Fortune, the Wall Street Journal, and CNBC. Jim is also an adjunct instructor in the Financial Planning program at Texas A&M and the author of five books, including his latest, The Mentor, released in September 2019.



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