#98 Surge Meetings: The Productivity Hack Every Advisor Needs w/ Todd Bryant

Описание: Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/

Todd Bryant (https://www.yoursignaturewealth.com/) is a founding partner and a CERTIFIED FINANCIAL PLANNER® with Signature Wealth Partners in Orlando, FL. He was recently recognized at the UCF College of Business Hall of Fame Gala as an “Honorable Knight” and the Orlando Business Journal’s 40 Under 40. In 2023, he appeared on the Nasdaq Web Series “Queue & A” from Nasdaq International Headquarters in Times Square and co-authored the book More Than Money: Real Life Stories of Financial Planning. Bryant also helped write a financial literacy course, which is now accessible to high school students across the country.

In this episode, Brian and Todd discuss:
1. Overcoming the ‘Too Young’ Objection in Finance
2. The Power of Instant Communication
3. What a $400M Firm is Doing Differently in Wealth Management
4. The Advisor’s Roadmap to Long-Term Success

LinkedIn:   / toddabryant  
Website: https://www.yoursignaturewealth.com/
Article: https://www.bizjournals.com/orlando/n...

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