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Brad Smith shared his testimony at the 2013 Annual Conference. He discussed his passion for offering biblically wise client counsel and how he has taken the Kingdom Advisors Core Training and integrated it into his client process. In this session, he shares his story in greater depth, including how he built his business, why he sees processes as critically important for offering biblically wise counsel, and how he and his wife created a unique client process for their firm. You will get an overview of their process as well as a closer look at their wealth transfer module, in particular.
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.