What does true wealth management look like?
On the latest installment of Go Beyond Numbers, we're excited to welcome Bryan Sweet, Founder & CEO of Sweet Financial Partners, to discuss the inner-workings of wealth management and how his firm is leading clients towards The Dream Architect Life™.
Bryan and his team work diligently to help not only manage your investments, but to inspire you to pursue your version of the perfect retirement. Because to their family of advisors, Sweet Financial's clients are more than just clients; they’re the sole architect of their dreams.
0:06 - Introduction and overview on the topic of the day
0:45 - Welcoming Tony and Bryan Sweet to the show
2:40 - An overview on Bryan's career in wealth management
4:50 - The Dream Architect Life™
8:05 - The types of clients Bryan serves at Sweet Financial
11:51 - Bryan's take on financial turmoil within the markets
18:48 - Bryan's communication with clients
22:45 - What a true wealth management approach looks like
24:17 - What is a client advisory council?
28:17 - Closing remarks
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