Become a Kingdom Advisor. Experience world-class training and set yourself apart from your peers. Kingdom Advisors are men and women becoming specialists in offering biblically wise financial advice. Join today to begin your journey to integrate faith and finance.
|I’m a member.||Login to my Account|
|I’d like to join.||Join as a Member|
|I’m just visiting.||Back to Resources|
This set of files includes a PowerPoint example of a client presentation on the wealth transfer process, based on Brad Smith's integration of Core Training principles on this subject. It also includes three relevant video clips: the story of R.G. LeTourneau and two perspectives on the "Miracle in Franklin," a Generous Giving video story.
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.