If you seek to expand Kingdom impact in your work, and if you seek to deepen personal fulfillment in your career, the Family Wealth Counseling training can be a strategic stepping-stone in your journey. It may just ignite “Your Fire Within!"

Participants in the Family Wealth Counseling Level 1 & Level 2 Training will Learn to:

• Understand the unique stewardship dilemmas wealthy Christians face
• Assist your clients in answering the question, “What on earth am I doing with all of this wealth?”
  
• Set yourself apart in an increasingly commoditized marketplace
  
• Find affluent clients and “sell” the unique Family Wealth Counseling process
  
• Conduct a proven “Discovery Retreat” with clients
  
• Understand the most effective planning tools and strategies to maximize clients’ financial and Kingdom impact
  
• Build sophisticated cash flows that form the foundation of the Master Stewardship Plan
  
• Develop and implement integrated Master Stewardship Plans
  
• Conduct effective family meetings
  
• Work through actual case studies
  
• Organize your office to support Family Wealth Counseling as your primary career

Here is a sample of the training:

Kingdom Advisors is pleased to introduce the Family Wealth Counseling – Level 1 training as a part of the Professional Advisor Training Series. This on-line training, offered exclusively to members of Kingdom Advisors, consists of eight and a half hours of training by E.G. “Jay” Link, President of Kardia, Inc. and creator of the Family Wealth Counseling concept. The Family Wealth Counseling Training – Level 1 will lay the initial foundation for you to begin interacting with high net worth families by incorporating several basic aspects of this time-tested Family Wealth Counseling process enabling you to immediately begin seeing increased success and impact with your highest capacity clients or prospects. Jay is a highly skilled communicator who has spent decades developing and refining his Family Wealth Counseling process for high-capacity clients.

Session 1

Biblical Basis for Stewardship and Generosity: The Bible on Wealth

• Explore the “wealth scriptures” which form the foundation of the Family Wealth Counseling process
• Understand the Scriptures from the perspective of the wealthy including the biblical basis for stewardship and generosity
• Explore Scriptures on important topics such as inheritances, taxes, enjoyment of wealth, the dangers of greed, sacrificial giving, and more

Sessions 2 & 3

What on Earth am I Doing with All This Wealth?
Seven Key Issues to Finding the Answer

• Understand why this question must be answered if a family is ever going to implement comprehensive and integrated planning
• Assist your clients to effectively address these seven key issues that are required to fully answer this critically important life purpose question

Session 4

Ten Unique Stewardship Dilemmas Wealthy Christians Face

• Understand the difference between the stewardship issues of everyday Christians and wealthy Christians
• Examine the ten unique stewardship dilemmas that wealthy Christians face
• Learn how to lead your clients through these dilemmas

Session 5

The Power of a Virtues Based Approach to Planning:
The Power of a Four Phase Approach to Planning

• Understand the potential of a deeper and more objective approach to planning called “virtues based” planning
• Explore the four key components of the Master Stewardship Planning process and why it produces certain implementation of plans

Session 6

The Power of the Family Wealth Counseling Process
The Power of an Advisory Team Approach to Planning
The Power of a Philanthropic Approach to Planning

• Examine why the Family Wealth Counseling process is so powerful and so successful
• Understand how to work with the client's other advisors and how to turn them into allies and not adversaries
• Explore the impact of giving in the Family Wealth Counseling process, which drives clients toward plan implementation and vastly greater levels of generosity

Session 7 & 8

Review of Actual Case Studies: The Before and After

• Examine two actual case studies, including the before and after results
• Understand the impact of the Family Wealth Counseling process for wealthy Christian families

Level 2 of the Family Wealth Counseling Training Course builds upon the foundation of the Level 1 training. Level 2 includes everything you need to provide Family Wealth Counseling services to your current and future clients, as well as to organize your business to support it. Unlike Level 1, which is self-study, web-based video training, Level 2 is live training with personal instruction by E. G. “Jay” Link. This is an extraordinary opportunity to learn from the creator of the Family Wealth Counseling process and benefit from his 30 years experience working with wealthy families.

Session 1

Target Marketing/Discovery Phase Training

• Working with a Family's Current Advisors: Turning Adversaries into Allies
  
• Selling the Discovery Retreat
  
• Conducting a Discovery Retreat
  
• Using the Life on Purpose Questionnaire
  
• Preparing a Family Wealth Letter of Intent and Written Goals and Objectives
  
• How/When to Conduct Family Meetings: The Power of Open Communication

Session 2

Analysis and Planning Phase Training

• Completing a Comprehensive Analysis: Avoiding "Junk in-Junk out"
  
• Preparing a Summary Opinion Letter
  
• Designing Master Stewardship Plans: Knowing the Tools
  
• Designing Master Stewardship Plans: Case Study 1 & 2
  
• Presenting Master Stewardship Plans: How to Use Flowcharts and Slideshows

Session 3

Planning Phase Training (continued)

• Designing Master Stewardship Plans: Knowing the Assets
  
• Designing Master Stewardship Plans: Case Study 3 & 4
  
• Designing Master Stewardship Plans: The Importance of the Presentation Book
  
• Integrated Cash Flows: The Foundation of a Comprehensive Master Stewardship Plan

Session 4

Implementation Phase/Marketing/Practice Management Training

• Master Stewardship Plan Implementation: “The Devil is in the Details”
  
• Helping Families Deploy Their Surplus/ Using Philanthropic Master Planning Workbook
  
• Charging Fees/Registered Investment Advisor
  
• Letters of Engagement/Forms/Templates
  
• Promoting Your Practice: Unique Positioning in the Marketplace
  
• Successfully Transitioning Your Current Practice to Family Wealth Counseling
  
• Building a Successful Family Office: The Needed Internal Infrastructure
• Successfully Working with Ministries: Issues and Obstacles
  
• Bridging the Gap: Training Workshops for Ministries