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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.
About the Speaker
Brad Smith
Investment Planning CounselBrad 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.
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