Episode 47
Todd Bryant - How to Choose the Right Financial Advisor for Your Wealth Management
In this episode, we sit down with certified financial planner Todd Bryant to discuss the key factors to consider when choosing a financial advisor for your wealth management and retirement planning needs. As a top 40 under 40 awardee and founding partner of Signature Wealth Partners, Todd shares his insights on building trust, differentiating yourself as a financial professional, and leveraging social media to connect with clients.
Key Takeaways:
- Look for a fiduciary advisor who acts in your best interest and holds key designations like the CFP (Certified Financial Planner)
- Interview multiple advisors to ensure you find the right fit for your financial goals and personal relationship
- Building a long-term relationship with your financial advisor, based on trust and understanding, is crucial for success
- Differentiating yourself as a financial professional involves getting to know clients on a personal level and being there for life's major milestones
Resources:
Timestamps:
00:00:00 - Introduction and Todd Bryant's background
00:01:15 - Who needs a financial planner?
00:03:48 - Understanding financial designations
00:07:02 - Building relationships with clients
00:11:23 - Encouraging clients to explore options
00:15:01 - Differentiating yourself as a financial advisor
00:20:14 - The importance of likeability and trust
00:24:18 - Leveraging social media and online presence
00:26:44 - How to connect with Todd Bryant
Connect with the Hosts:
Guest Bio:
Todd Bryant is a certified financial planner and the founding partner of Signature Wealth Partners, a financial planning business based in Orlando, Florida. As a top 40 under 40 awardee and recent financial expert on Fox 35 TV, Todd brings his expertise in wealth management and retirement planning to help clients make informed decisions for their financial future. With a strong background in mentoring and public speaking, Todd is passionate about educating others on the importance of financial literacy and working with a trusted advisor.
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The information contained in this podcast does not purport to be a complete description of the securities, markets, or developments referred to in this material. It is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the speakers and not necessarily those of Raymond James. Any case studies mentioned are hypothetical and for illustrative purposes. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Working with a financial professional does not ensure a favorable outcome.
Raymond James is not affiliated with Dennis Collins, Leah Bumphrey, Wizard Academy, or Connect and Convert.
2020 Orlando Business Journal 40 under 40 – Nominations are done by the companies’ accounting firm, public relations firm or self-nomination. The judges whittled the list of candidates to 40 out of over 200 candidates. Candidates had to demonstrate business success, community involvement, leadership ability and influence on the region, public policy or quality of life. All winners must be under the age of 40 and from one of the following counties: Orange, Seminole, Osceola, Lake, Volusia or Brevard. Investor experience and/or returns were not considered for this selection. This recognition may not be representative of any client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this recognition. Raymond James is not affiliated with Orlando Business Journal.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Signature Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC.
