Bryan Sweet

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DISC Type : cd

Wealth Advisor at Raymond James Financial Services

Fairmont, Minnesota, United States

Overview

Bryan Sweet is the Managing Partner and Wealth Advisor at Sweet Financial Partners, where he created the proprietary "Dream Architect" process. He specializes in holistic retirement planning that goes beyond wealth management to help clients design fulfilling lives. He holds a Masters degree in financial services from The American College.

Bryan is deeply committed to philanthropy, having established two foundations: one providing scholarships for children of single mothers and another supporting community initiatives. Raised by a single mother himself, this cause is deeply personal. He hosts "The Dream Architect Life" podcast, sharing stories of success and overcoming adversity.

As an author of several books, including "Dare to Dream" and "Dream Architecture, " Bryan aims to inspire people to realize their biggest dreams are possible.

Personality Overview

ROI Conscious

Hard To Convince

Upfront

They respond well to confident salespeople.  They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Topics They Care About

Holistic Retirement
Author of "Dare to Dream" and creator of "The Dream Architect, " focusing on designing a fulfilling retirement beyond just financial figures.
Community Philanthropy
Founded two charitable foundations supporting scholarships for children of single mothers and various local community initiatives in Minnesota.
Advisor Development
Co-founded the Elite Wealth Advisor Symposium and Ultimate Advisor Coaching to help high-performing financial advisors scale their businesses.

Media Appearances

Bryan Sweet | Wealth Advisor | Sweet Financial Partners. Featured in Sweet Financial Partners (official website)

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Work History

1989 - 11-2021
Wealth Advisor at Raymond James Financial Services
12-1979
Managing Partner, Wealth Advisor at Sweet Financial Partners

Education

Masters from The American College in Bryn Mawr
BS from Minnesota State University, Mankato

More Information

Social Presence :

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Exp : 41 Location : Fairmont, Minnesota, United States Job Level : N/A Designation : Wealth Advisor at Raymond James Financial Services
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Insights For Selling To Bryan

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Stress on the business value that your product offers

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryan is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Bryan

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Bryan move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Bryan take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Bryan

Personality Compatibility


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