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Ron Blue interacts with Brad Smith of Investment Planning Council®. Several years ago, Brad took the Kingdom Advisors Core Training and he was challenged to work his personal convictions out more intentionally in his client process. This journey of faith / work integration has led Brad to completely renovate his interactions with clients on a number of levels. In this call, he and Ron discuss his journey and talk about some of the important points that he has learned along the way. Benefit from the lessons that Brad’s experience and expertise can offer.
Brad Smith is a Senior Wealth Advisor with Advice First Wealth and Investment Planning Counsel®, and a Certified Kingdom Advisor®. Using his "Journey to Meaningful Significance" process, Brad leads his clients through a personal wealth management process that focuses on delineating life goals and personal values and creating a plan to reach those goals. Brad’s clients are encouraged to use their time, talent and treasures to make a lasting difference with their lives and in the lives of those around them. Brad works with his wife, Laurie, in their practice in Ontario, Canada.