Financial Professionals

You don't have to wait any longer to step into your God-given calling

Does this sound like you?

Talking about money purely from a practical perspective is resulting in little to no heart change for your clients.

You firmly believe God has called you into a financial profession, but you’re frustrated by the lack of impact your routine conversations are having on your clients.

You desire to fully realize your God-given calling by drawing people closer to Christ through money conversations, but the superficial script isn’t cutting it.

You’re in the right place.

Whether you are an advisor, a coach, or a generosity coordinator - we have the tools/training you need to have transformative money conversations.

Build more trust and create loyal clients
Engage your clients on a deeper heart level
Use your unique skills to advance God's kingdom
Create a faith-forward business embracing financial discipleship
Have a bigger impact on your clients
Ignite generosity

Connect with CFD

Let's build God's kingdom together,

one (money) conversation at a time.

Our material is designed to spark heart-level money conversations that develop disciples and grow generosity.

1:1 Tailored Coaching and Support

Let’s create a plan to multiply your impact on your clients and God’s kingdom. We’ll review your current client interactions, business practices, etc. and help you create a kingdom-focused business.

Financial Advisor Cohort

Following God’s advice about money can be very countercultural, so how do we bring this advice to our clients? We help advisors answer the question – Am I helping my clients get closer to or further from God? This group exists to equip, encourage, and challenge Christian financial advisors to live out biblical wisdom in their daily practice.

Collaborate with CFD

Are you looking for unique ways to serve your clients and draw them closer to God through money conversations? We offer client workshops, family coaching, keynote speeches, and more. We can also provide you with various tools/resources for you to use in your next client interaction.

Get Started

You are uniquely positioned to share the Gospel

Money is an interesting thing. We all need it, most of us have it (to some degree), but no one likes talking about it.

The general public does not talk about money - not with their friends or family. Rarely is this subject discussed with a pastor or even a spouse. Who do people turn to with their financial questions? They turn to financial advisors! This is why we at the Center for Financial Discipleship are so passionate about sharing our experiences and knowledge with financial professionals.

You were placed in a leadership position for a purpose. In our experience, money conversations are the best way to begin gospel conversations.

The majority of financial professionals we meet have a desire to have deeper, gospel-sharing conversations with their clients, but they aren’t sure how to do it. The good news is, it's easier than you think. Allow us to show you.

Get Started

Words From Our Partners

"Prior to working with CFD, I was struggling to engage with my ideal clients."

Prior to working with CFD, I was struggling to engage with my ideal clients. I was frustrated by the seemingly superficial money conversations I was having, and I wanted to expand my kingdom impact. My coach at CFD helped me to realize I was being lukewarm, sitting on the fence when it came to integrating my faith into my business. I had some great breakthroughs and I have since published my first book, Faith and Finances. I'm creating more opportunities to share my faith with clients and it feels great! I would highly recommend working with CFD to anyone who is serious about taking the next big step in their faith walk.

Mike Perez, CFP, CKA

Looking for community?

Join a growing fellowship of advisors dedicated to living out biblical principles in their daily walk.

Join our Cohort