Certified Kingdom Advisor Practice Exam

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According to Ron Blue, which statement best describes heart-level conversations?

Most advisors take advantage to engage their couple clients in heart-level conversations

It is important that the most important aspect for the advisor is not to put yourself at risk of losing the client

It is best the advisor starts by talking through the ground rules of mediation between couples

Advisors need to be ready to ask good questions

Heart-level conversations hinge on the questions you ask that draw out a person’s deepest hopes, fears, and values about money. Ron Blue emphasizes that the key practice for advisors is being ready to ask good questions. When you pose thoughtful, well-timed questions, clients reveal what truly matters—how faith, stewardship, and personal priorities shape spending, saving, giving, and debt. This builds trust, clarifies goals, and shifts dialogue from mere numbers to meaning. Without strong questioning, conversations stay surface-level and you miss the chance to address the real drivers behind financial choices.