What Some of Jay’s Former Students Have to Say About His Family Wealth Counselor Training
“I have been in the financial business for 28 years. At 61 I am more excited about planning than I have been in all of those 28 years. The reason is the Family Wealth Counselor training that I completed with Jay Link. He is clearly the pioneer of this kind of planning. By “this kind” I mean planning that moves any size client to a 0 estate and capital gains tax. I mean helping people see what God intends for their money. I mean helping their kids see the value of money and how to use it for Kingdom causes.
He combines the soft side of planning with the most sophisticated tools available. I am not afraid to approach anyone including the most seasoned attorneys or accountants and the wealthiest families with this planning because I can now speak with authority and conviction about how to plan their estates in a way to maximize the money and their families to be all that God intended.
If you want to be all that God intended you to be as a planner, you owe it to yourself to get to know Jay and to take any class that he offers. Don’t think of it as a cost, but an investment into your future and the future of everyone you touch. I believe God brought me to Jay so that my next 15 years will be filled with story after story of changed lives and of millions of dollars investing in Kingdom causes. I have no intention of ever retiring, because this is now my life work.”
Joseph S. Sturniolo, CFP®
“I recently finished level 2 training of Jay Link’s Family Wealth Counseling process and I could not be more enthusiastic about the “process” that Jay has developed in shepherding affluent Christians to keep the heart of God at the heart of their planning. Actually, I just finished doing my first “Discovery Retreat” yesterday and it was an absolute thrill to experience firsthand the benefits of having a refined system to effectively lead people on a journey of the heart so that can better steward all areas of their lives. The soft side protocol has taken Jay decades to develop; he graciously shares when you take the training. He provides everything, and I mean everything, one needs to lead families through this process. If you are searching for a radically different approach to wealth transfer and helping families you have found it.”
Jeff Toadvine, CFP®, ChFC®
“I have had a great experience with FWC and would highly recommend it to anyone looking to take your practice to the next level. Families of significant wealth face issues that are often ignored or misunderstood by traditional “Financial Planners”. Due to this fact, most families end up doing, at best, planning that is inadequate, or, at worst, nothing at all. Using his years of experience, Jay Link has developed a process that not only helps families reveal their most pressing planning issues, but helps the families address those issues head on.
The beauty of FWC is that Jay opens his entire practice to the participants. He brings his years of experience and case design into the training program to help us understand what works, as well as what doesn’t. Jay becomes a personal mentor and allows you to understand how you can bring the FWC process to your practice. In the training Jay provides all of his marketing material, letters, systems, and much more. By the time the training is done you will have a working knowledge of how to move forward in assisting families who can make the greatest impact for the Kingdom in this lifetime. If you work with families of significant wealth, or would like to, you owe it to yourself and the Kingdom to learn how you can help these families be a greater blessing in our culture today!”
New Orleans, LA
“The FWC training program was exactly what I hoped it would be! Jay Link is a master and learning from him will be so beneficial as I work with families focused on making a difference with their wealth and their family legacy while they are still able to make a Kingdom Impact! I highly recommend it.”"
“I would highly recommend attending Jay’s Family Wealth Counseling training. Jay has many years of interacting with wealthy families and the stories that go along with the training really relay that Jay’s process really hits at the heart of needs of families and the issues they face being stewards who have been given much. You will see right away how Jay’s process will gain the credibility that these families are looking for and the creative wisdom to help them with the complex financial concerns and show them how the strategies not only care for themselves and the ones they love, however also open a door of generosity that they never saw they had the ability to do currently as well as a legacy to kingdom ministries. This process is exactly what they need, however are not getting in their current advisory relationships. You can be the one equipped to bring this level of wisdom to their financial team. So by faith, sign up and ask Him for wisdom and learning in this area.”
Kevin Zylstra, CFP
“In 1998 I became aware of Jay Link’s Family Wealth Counselor training program and made a decision to invest in my career. His training dramatically increased my ability to provide more comprehensive and value-added planning to my clients. I was able to go from an ordinary life insurance agent to a trusted wealth advisor and wealth planner serving within a highly regarded accounting firm. It was the best education and investment I ever made in my career of 18 years.
Since learning the Family Wealth Counseling principles and applying them to my practice, I have saved my clients many thousands of current income tax dollars every year and diverted hundreds of millions of estate taxes away from their former favorite charity – Uncle Sam – to the causes and concerns they and their families care most about. My lifetime goal is to help families divert over $1 billion to their charities of choice, rather than to taxes. Most people didn’t realize they even had a choice!
The number of Christian families eligible for this service is substantial, the time is now, and the impact that the Family Wealth Counselor training can have through the KA network is staggering! It can and it will make a difference in building His Kingdom as we help disciple His people to be better stewards. No other advisors are positioned better to do it than Kingdom Advisors.”
“Jay Link’s training was not only career changing, but more importantly, life changing.
I took the training several years ago prior to forming Christian Financial Principles with my son, Todd. At that time, I flew to Indianapolis every other month for a year and a half for the training. Every time I would return, I would excitedly talk to Todd about what I had learned. Eventually it resulted in turning our practice over to the Lord and His direction.
It was well worth the time, fees, and travel expenses. To now be able to experience this same training online is a golden opportunity. I would recommend it highly.”
Hot Springs, AR
“I have known Jay for almost 15 years. There are very few people who have inspired and motivated me to do what I do as a Financial Professional as Jay Link. Jay has an incredible passion for Kingdom Impact with his life and is a gift to the planning community. Jay combines incredible passion, with technical competence and capability to help advisors and clients achieve maximum results with their planning. It has been and still remains a joy for me to sit at the feet of this master – one who seeks to be a true craftsman.”
“I have never encountered a person that combines practical experience, personal conviction and passionate teaching in helping clients/advisors to understand the untapped potential that exists in using a comprehensive Family Wealth Planning approach than Jay Link.
His Family Wealth Counselor training provides a framework and process to help you know what questions to ask, who to ask and how to help your clients clearly understand the impact of the decisions on their family and on the Kingdom.
If you enroll in the Family Wealth Counselor training, you will be excited, challenged and moved to take new action.”"
“After 32 years of practice, one of the best professional decisions I have made is to matriculate into the Family Wealth Counseling program with Jay Link. Not only did it greatly enhance my technical understanding of the importance of integrating philanthropic tools with other tools of estate planning, but it developed insights into the hearts of those wishing to make a difference in their world that is helpful on nearly a daily basis. In addition, I formed close friendships and relationships with like-minded professionals across the country that last to this day, and not-infrequently allow for collaborative planning opportunities together. I couldn’t encourage you more to consider adding this training to your repertoire of professional skills. You will be glad you did, and your clients – and world – will be blessed.”
R. J. Kelly,
San Diego, CA
“I was a CPA in public practice for 30 years. Rather than a traditional practice my focus was primarily on transition of management and wealth of the family owned business. In 1999 I enrolled in the Family Wealth Counselor Training which gave me a new perspective on wealth transfer that included philanthropic tools. Jay Link was not only an expert in the field, he was very inspirational, integrating Biblical principles into practical planning tools.
In 2002, I chose to focus exclusively on family wealth transfer with charitable intent. Job fulfillment increased dramatically. To date, plans have been designed to redirect over $75M to charity. Clients love the process and the results. And I am grateful to Jay for opening my mind (and subsequently my clients) to the possibilities of fulfilling God’s purpose through their lives.”
“It’s been over 10 years but I would say that every day I am using something that I learned from Jay Link’s tutelage. I learned how to think like a person of wealth who naturally is concerned about their own well being, then their family’s, and then how they can best benefit others. I learned how to understand wealth as a stewardship proposition and how to hold wealth with an open hand, not a clenched fist. Even though I learned many of the “tax tricks” for avoiding paying the government, I also learned how to interact and deal with the family issues first. When I am interviewing a family in order to write a letter of intent, I am constantly referring to the training I received from Jay. His teaching has been one of the foundations of my philanthropic practice that I now am doing full time.”
“Family Wealth Counseling and the unique training provided by Jay Link has directly transformed my life and that of my clients. Jay Link taught me concepts and strategies that transcend advanced diagrams of boxes, cash flows and tax planning ideas on a white board. Jay taught me how to identify the important issues of helping my clients address their social, emotional and spiritual life, which is a practice area the bulk of advisors will not touch. That ability to help my clients integrate those non-white board issues into their life plan has helped me become their most trusted advisor. The integration of those non-financial and legal planning tools has been a key to business succession planning, exit, and estate work the clients have avoided for years with their other advisors. Clients are begging to be heard on these non-financial and non-legal issues, but few advisors are trained to ask the right questions. Jay Link taught me the questions to ask. On a side note, the relationships I currently have with my clients is deeper than ever. More important is the impact my clients now produce for the benefit of the Kingdom.”
“Jay Link is an outstanding teacher and financial planner. After completing his Family Wealth Counseling program, I changed my practice to incorporate his planning techniques with outstanding results. The course was everything I hoped it would be and was a great way for me to finish out my career, which is still going strong.”
“Jay Link is a marketing genius who understands how to motivate people to take action. As a counselor, he knows the type of soul searching questions to ask your clients so that they desire implementation. If you want to set yourself apart from other advisors, take Jay’s training!”
Ft. Wayne, IN
“The training I received in the family wealth counseling process from Jay Link and his team of professionals at Kardia was invaluable and permanently altered my mindset and approach to estate and gift planning for affluent donors. These guys are phenomenal; they are truly on the cutting edge of the wealth planning process for affluent families. Moreover, they are committed to using their professional skills and experience to advance the cause of Christ in the world, and are able to communicate clearly the biblical perspectives on good stewardship. I cannot recommend this program highly enough.”
“I have known Jay Link for over ten years and can give only the highest recommendation to his Family Wealth Counselor training courses. I have been a CPA for over 30 years and have been actively involved in tax, asset protection, estate planning and investment counseling for high income and high net worth individuals for most of that time. In over 20 years of actively seeking education in the foregoing fields and attending hundreds of hours of conferences, seminars, etc. offered all over the country as well as teaching dozens of seminars for both the public and professional colleagues, I can say that without question the training I received from Jay Link in Family Wealth Counseling had more of an impact on my professional practice (as well as me individually) than any other training I have ever received, bar none.
In retrospect, the investment I made in attending the training (both in time spent as well as money invested) pales in comparison to what I received in return. Within two hours on the first day of training I realized I had made an extraordinarily wise decision that would impact me forever. The succeeding months of training bore this out and proved to be even more true than I realized that first morning. I have received many, many times more in professional fees as a direct result of this training than the money I invested to receive the training. Furthermore, I have obtained additional high income, high net worth clients who I would not have otherwise obtained as a direct result of this training. Finally, and even more importantly, I have been able to better serve my existing clients with the ideas and concepts I learned during this training. This training was truly invaluable to me as a professional advisor and has regularly allowed me to be able to demonstrate an extraordinary value proposition to both clients and potential clients. Within the last three months I was able to obtain a new client with over $25 million of investment assets and I am certain that my training as a Family Wealth Counselor played an exceptionally large role in my ability to distinguish myself from the other investment advisors she was considering.
But more than the professional fees I have received and more than the new clients I have obtained or the existing clients I have better served, I personally gained far more from this training than I gained professionally. It literally changed my way of thinking and has had a direct impact on my concepts and my actions. Using the concepts I was exposed to in this training, I have directly helped to raise millions of dollars both currently and for the future (in the form of deferred gifts) for a number of charities I love and care about. It has truly been one of the most exciting things I have ever experienced or been a part of. Not only have I personally been motivated in my own giving plans and Kingdom finances (and I was already a highly motivated giver when I took the training), I have been blessed to be able to motivate a number of other individuals who have modified their giving strategies as a direct result of our conversations. I am convinced that the impact this training had on me and by extension I have had on others over the past ten years cannot be fully realized in my remaining lifetime (and I’m still a relatively young 55).
In short, I would recommend that anyone who has even the slightest inclination to consider taking Jay’s training in Family Wealth Counseling to do whatever you have to do to arrange your schedule and finances to do so. It will be well worth the effort. Hopefully, it will be as life changing for you as it has been for me.”
Donald B. Harris, CPA,
“When I first talked with Jay about his training, back in 1996, he told me that if I took his training program he would give me what I needed to be successful and transform the way I worked with high net worth clients. You never expect someone in the financial planning industry to exceed your expectations, but that is exactly what Jay did. His program was comprehensive, i.e. he not only had all the parts, but resources for the parts. From start to finish everything I needed to begin my new career was there.
It was great to have all the information, but being able to have Jay share the subtle points and share all his experiences as well as his knowledge was as good as it gets. To be able to transition to a new career with someone who has worked the career and then taught and then gone back to that career is very unique. What an asset Jay is!
Finally, let me assure you that if you are serious about working with high net worth families, and are willing to listen and follow what Jay says to do. I know you will be successful on many levels: greater financial success, greater career satisfaction and finally, and most importantly, greater client satisfaction. I have been following and using Jays tools for 13 years now and can’t imagine how I could have done it without a great mentor like Jay Link.
This Kingdom Advisor online Level 1 Family Wealth Counseling Training is an opportunity that you simply cannot afford to pass up.”
Overland Park, KS
“I want to wholeheartedly recommend Jay link as a mentor and teacher in the field of charitable estate planning. His leadership helped to open up an entirely new business to me while at the same time allowing me to have a meaningful impact on my clients. The unique process as well as the technical training were invaluable and I still draw on much of that teaching today. It’s been one of the pivotal resources in my career.”
“For advisors interested in the various phases of planning for Philanthropic and Christian causes, it would behoove them to enroll in Jay Link’s Family Wealth Counseling Training through Kingdom Advisors. Having been trained by and worked closely with Jay over the past several years, I have learned many innovative ideas and creative techniques that have been beneficial in the estate planning field. I have personally been blessed by Jay’s teachings and they have allowed me to approach clients and friends with his vibrant concepts. I would highly recommend his program.”