E69 - Transforming Lives and Building Godly Legacies: Insights from Kingdom Champions on Generosity and Impact | Jim Wise Part II

The Kingdom Investor

This podcast episode features Jim Wise, a senior partner at Ronald Blue Trust, and senior private wealth advisor. Jim shares his personal transformation story, highlighting the shift from a focus on material wealth to biblical stewardship and Kingdom impact. He discusses the challenges he faced in aligning his faith with his career as a financial advisor and the subsequent steps he took to incorporate biblical wisdom into his practice. Jim also explores the importance of generosity and offers practical strategies for listeners to become Kingdom investors, leaving a lasting legacy.

Episode Highlights:

• Challenging the status quo: Jim's realization of perpetuating the lie of endless accumulation of wealth and how it conflicted with his newfound understanding of biblical stewardship.
• Embracing biblical principles: The impact of Jim's decision to invest in clients' financial well-being, prioritize debt elimination, and establish emergency funds, aligning his practice with biblical order and wisdom.
• Navigating secular constraints: Jim's experiences with compliance issues when attempting to incorporate faith into his financial advice, leading to the decision to practice overtly and align with firms promoting biblical financial guidance.
• Answering God's call: Jim's journey of surrender and guidance to join Ron Blue, a firm dedicated to helping Christians achieve financial freedom to fund the Great Commission.
• Expanding impact: Jim's realization that his influence could extend beyond serving individual clients, leading him to develop training curriculum for Christian ministries and financial advisors to incorporate biblical principles into their work.
• Donor engagement: Insights into the factors that inspire generosity, including effective fundraising approaches that align with donors' values and build strong relationships, and pitfalls to avoid in Christian fundraising.

Summary

• Introduction to this episode. 0:03
  
  • Introducing jim wise, senior partner at ronald blue trust.
• • Three episodes of the podcast.
• How did my job become an issue? 1:42
  
  • His job became an issue.
• • The first time in his life he had experienced professional guilt.
• Incorporating faith and biblical wisdom into your practice. 3:45
  
  • Incorporating faith and biblical wisdom into his practice.
• • Lessons learned from a prospective client.
• • Interview with the general manager of a Christian radio station.
• • Interview with a financial advisor.
• The day of surrender and leaving the financial industry. 8:08
  
  • The day of surrender.
• • The book by ron blue, master your money.
• • How jim became a financial advisor.
• • The call from ron blue.
• What he’s doing now at Round Blue. 13:45
  
  • The mission and mission of RON Blue.
• • What ron blue is doing now.
• • The first way to expand impact is through a discipleship model.
• • Mission aligned ministries.
• The importance of develo