Kardia Family Wealth Counselors


Family Wealth Counseling Training

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Jay Link has personally mentored hundreds of professional advisors nationwide in how to provide Family Wealth Counseling to their affluent clients and how to help them attract new affluent clients.

Jay's entire Family Wealth Counseling training is now available through Kingdom Advisors.  The Level 1 training is on-demand, streaming online video and the Level 2 training is live with Jay personally teaching the sessions.

To learn more about the content of the training, find the dates for the live training, read testimonials of those Jay has trained and to see the costs of both levels of the Family Wealth Counseling training and to register for the training Click Here.

For those advisors who complete both levels of the Family Wealth Counseling training, Jay accepts, on a very limited basis, a select few Family Wealth Counseling graduates to personally mentor and coach them in their practice to ensure they succeed in building a successful Family Wealth Counseling practice.

 

The Charitable Giving Community Group (CGCG)

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Jay Link also leads the CGCG, a community group within Kingdom Advisors.  If you are a Christian advisor and are interested in getting involved with a group of like-minded advisors to help you encourage and promote generosity among your clients and to receive a host of valuable member benefits, CGCG is a group you will want to be a part of.

Below are some of the membership benefits:

  1. Training: When you become a CGCG member you will be eligible to receive a $150 discount on the online level 1 training.
  2. Monthly Conference Calls: We have powerful monthly conference calls with nationally known experts and families who are on the generosity journey.
  3. Slide Show: We have free PowerPoint slideshows on charitable giving strategies available only to members.
  4. Toolkit: We provide you with a Charitable Giving Toolkit that gives you a brief overview of all the giving tools and some key strategies.
  5. Free Book: When you join you will receive a free copy of Brian Kluth's great book, 40 Day Spiritual Journey to a more Generous Life.
  6. Scholarship: As a CGCG member you will receive a 50% scholarship to attend a 24-hour, Journey of Generosity event co-sponsored with Generous Giving.
  7. Manuscript: You will receive  a manuscript of Jay's presentation, "When Giving Got out of Control" at our CGCG annual meeting at this past Kingdom Advisor Conference.
  8. Bi-Weekly Email Updates: Every two weeks you will receive an email update on new CGCG benefits, upcoming events, food for thought, and ways to help grow your clients giving hearts.
  9. Extensive Reading Bibliography: We provide an extensive reading bibliography to help you grow personally and professionally in this important area of your practice.  Many of these books are great resources to provide to your clients to challenge and feed them as well.
Click Here to visit CGCG's website and to register to become a member.  Best of all, membership is FREE!

 


Family Wealth Counseling Training

Watch Family Wealth Counseling VideoFeaturing Ken Ham, Founder and President of Answers in Genesis, interviewing Jay Link, plus comments from four of our clients sharing how the Family Wealth Counseling process has impacted them, their families and their capacity for increased Kingdom giving.
View Video >



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