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Brad Brain, B.A., CFP, R.F.P., CLU, CH.F.C, CHS, CIM, FCSI, TEP, is nationally recognized for his expertise in retirement income planning. He is an international speaker and award-winning author. For nine years he served as a member of the Insurance Council of British Columbia. He is a nine-year member of MDRT with five Court of the Table qualifications. Brad may be contacted at [email protected]
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Although many professionals describe themselves as holistic financial planners, what exactly does that mean? And how can a holistic planner provide more value to clients?
March 2019 | MDRT INSIGHTS | Read Article →
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