Jerry Black
Principal of Legacy Planning

uses Halftime tools and resources to disciple his clients.
Ron Blue
Kingdom Advisors

shares insights about how advisors can use Halftime tools to support clients as they move into roles that support their Halftime purpose—resulting in Kingdom impact.
Dave Brown
Founder of Brown and Streza

explains how he keeps "an ear to the ground" for clues about
clients in Halftime.
John Leffin
Halftimer

discusses how his advisor's unique questions about a second half of significance "sealed the deal" to do business together.
Jim Regitz
Principal of Newport Advisory

describes how the "halftime conversation" brings more meaning to his practice and client relationships.
Brian Shepler
CFO for Ronald Blue & Co.

explains why his firm partners with the Halftime
team to strengthen client relationships.
Mark Smith
Financial Concierge for Brown and Streza

asks clients the "big" questions about life and the dangers of
wealth for families.




 
     
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