WISEgenerosity is a Scripture-based system, designed by a financial advisor for advisors, to guide meaningful, effective giving conversations and build stronger client relationships. Suitable for Christians and non-Christians alike, the Potential Giving Capacity calculator and patent-pending Personal Giving Identity™️ assessment offer unique insights into pursuing generosity that is truly W.I.S.E.: Well-grounded, Inspired, Satisfying, and Effective.
As a faith-based advisor, you understand that generosity is essential to the faithful stewardship of money. This workshop presents a Biblical framework and practical resources, giving you tools to frame purposeful conversations about giving, raise the topic authentically, and learn more about your clients' most important interests and objectives.
Featured Speaker
Chris Gabriel
Founder, WISEgenerosity