Brad Arends is an industry veteran who has been laser-focused on building out his 40 plus-year old firm, rebranded as intellicents in 2017, to respond to the industry convergence of retirement, wealth, and health.
The mission of intellicents is to “overserve the underserved”: the 99% of Americans in the workplace not utilizing the assistance of a personal wealth advisor. Through a careful mix of investment in technology and people, the growth and reach of intellicents that Brad and his brother Grant have created is impressive.
Advisor2X is honored to have Brad lead the 2021 Steering Committee for the inaugural Wealth@wor(k) conference. We asked Brad to head the group not only because of his knowledge, experience, foresight, and success-but also because he mirrors our passion, love, and dedication to our industry.
Listen to Brad’s interview on the OUTCOMES podcast and hear more about his firm’s response to the industry shift and his plans for future growth here.