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Brad Smith shares his story of developing personal convictions based on Kingdom Advisors training as he has sought to integrate his faith and his work. Brad’s insight into the value of the “two memorials” in your life will challenge advisors with a new paradigm regarding the importance of developing convictions as they offer biblically wise financial advice. Taking Brad’s challenge and engaging differently with clients will be transformational in an advisor's personal and professional life.
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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