Brad Connors, Certified Wealth Strategist®, recently finished authoring his first book, “Fish Don’t Clap: Planning For A Purposeful Retirement.” The book shines a light on the 20 plus years of experience Brad has working with clients to define what they truly want their retirement to look like. For Brad, creating a fulfilling retirement for his clients is about more than figures – it involves taking a family’s whole life into account, from values to goals and everything in between. Brad’s unique approach with clients involves “Emotional Intelligence,” or having the wherewithal to help clients define, fund and reach their goals.
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Languages: English
Brad Connors, Certified Wealth Strategist®, has been advising individuals, corporations, and institutional investors since 1994. Brad, a native of Waterville, built his practice, iWealth, in Waseca, MN. Brad affiliated with Investment Centers of America, Inc. in 1998 and has consistently been in the top 5% of his peers, including 2010 ICA Representative of the Year. In 2014, Brad was honored with the distinguished Community Service Award at ICA’s Regional Conference and in 2015 he was awarded the Spirit of ICA Award at their National Conference. The awards were presented to Brad based on his support and commitment to his local community through a variety of initiatives including charitable giving, youth outreach, community education and involvement.
Brad believes in running his firm as a business, from start to finish, with a repeatable process that others can learn. He has been on the forefront of helping other advisors grow their practice and teaching them what they should be working toward to have a profitable and enjoyable business.
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