You’ve built something that works, and every year the income target climbs with it, so when does more become enough? In this conversation, Colt sits down with Lorne Jackson, president of the Canadian National Christian Foundation, who kept writing a $21 tithe cheque out of every $214 unemployment payment during four months without work, then went on to grow Balance Planning Financial Group from 65 to more than 1,500 advisors across Canada. You’ll hear why Lorne calls “how much is enough?” the second most important question in life, how he scaled through regional directors who only got paid when someone made a sale, why he cut a group responsible for a third of his business to protect a handshake culture, and why “God’s 90% is a whole lot better than 100% on our own.” Lorne also shares why he gave away 60% of the proceeds when the business sold. If you have been chasing the next income target without ever naming a finish line, this one is for you.
ABOUT THE GUEST
Lorne Jackson is the president of the Canadian National Christian Foundation (CNCF), which he founded in 2002 with proceeds from the sale of his business, and the founder of Financial Discipleship Canada, which provides estate planning for Christian charities and denominations across the country. Before that, he owned Balance Planning Financial Group, an Ottawa-based brokerage he grew from 65 to more than 1,500 advisors nationwide. Today, CNCF serves more than 400 Christian donors through donor-advised funds, and its team of estate planners has seen over $500 million added into wills for charity. Having spent the first half of his working life helping people increase their net worth, Lorne now helps them give it away, and make sure the tax man isn’t the extra beneficiary at the boardroom table. He helped bring Generous Giving’s Journey of Generosity to Canada.
