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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 clients’ stories, values and philosophies before their numbers, Brad help them uncover their family values and connect their resources to those values and their goals. This new way of thinking helps clients maximize their return on life (ROL). Brad and his wife, Laurie, live in Waterloo and have three adult children. They are active in their church, as well as other non-profit organizations. Brad enjoys the outdoors and grilling on his Traeger smoker. He is an avid follower of everything football.