Stop Managing Spreadsheets. Start Discipling Stewards.
A 16-week cohort for Christian financial advisors ready to move past mechanical money conversations and confidently guide clients into deep, eternal conversations about wealth.
Apply to JoinThe Silent Gap in Your Advisory Practice
You didn't get into financial services just to maximize profits. You view your career as a calling. Yet, day after day, your client meetings follow a strictly secular script:
- The Retirement Illusion: Planning for 30 years of leisure, rather than a lifetime of Kingdom deployment.
- The Accumulation Trap: Discussing how much a client can hoard, rather than why God has entrusted them with much.
- The Barrier: Wanting to speak about stewardship and its eternal rewards, but fearing it will feel awkward, preachy, or cross a compliance line.
The good news is, there is a better way. You can still rock a spreadsheet while leading your clients in deep, Christ-centered money conversations that lead to heart change and generosity.
Introducing The Pivot Cohort
This is not another designation or standard marketing webinar. This is an intimate, 16-week peer group designed to bridge the gap between your convictions and your client conversations.
The Transformation:
From Transactional Planning
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Data Gathering: Focused strictly on net worth and assets under management. |
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Technical Responses: Answering market anxiety with portfolio diversification charts. |
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Secular Milestones: Goal-setting focused on personal independence and comfort. |
To Transformational Discipleship
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Spiritual Discovery: Uncovering your client's emotional attachments to money |
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Pastoral Responses: De-escalating fear by connecting security and control with spiritual health. |
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Eternal Milestones: Joining God's work to bring healing and restoration around the globe. |
Curriculum overview
Is this cohort right for you?
How much time does the cohort require?
"If you genuinely want to explore how to better advise and challenge your clients, as well as your peers, make the time because this cohort is worth it."
~ Brent T.
Spaces Are Strictly Limited to [10-12] Advisors Per Cohort
To maintain a high-trust, deeply interactive environment, we keep our cohorts small. If you want to make the pivot from superficial money conversations to deeply impactful discipleship, apply today.
Apply NowMeet Your Guide
Hello, friend! My name is Courtney Markley. I am a Certified Christian Financial Counselor, founder of the Center for Financial Discipleship, and host of the Idle Treasure podcast.
After working as a financial counselor for many years, you can say I have a bit of a cheat-sheet to understanding the deep-rooted emotions that drive our behavior with money.
Money is an interesting thing. We all need it, most of us have it. 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 I am so passionate about sharing my experience and knowledge with advisors.
I firmly believe advisors are better positioned to share the gospel than most pastors, if they knew how.
What if...
What if your workplace became your mission field?
What if you no longer helped people grow wealth for the sake of maximizing their personal comfort?
What if each conversation you had with a client led them closer to Christ?
Apply Now