Brad Smith
Wealth Transfer: Client Presentation
Tools and Resources: Client Tool
April 2014
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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.
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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