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Brad Smith led Investment Planning Council(R) through the process of integrating biblically based personal convictions about financial counsel into its client advice process. Laurie Smith and Rob West discuss what this integration meant for Laurie as an employee of the firm and what the transition meant for Laurie and Brad's marriage, as well.
About the Speaker
Laurie Smith
Investment Planning CounselLaurie Smith is a Client Service Manager with Investment Planning Counsel®. Laurie is passionate about client service. She strives to ensure every client interaction with their office is consistent and that each client feels valued. Through combining modern-day financial planning strategies with Biblical wisdom, she assists in helping families and individuals build, monitor and modify a Personal Financial Strategy to help them reach their goals and finish well. Laurie works with her husband, Brad, in their practice in Ontario, Canada.
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