AWARDS

Awards, Recognitions & Publications.

Sweet Financial Services, founded in 1987, is one of the largest independent practice in Southern Minnesota and Northern Iowa. As a result of his dedication to providing their clients with the ultimate client experience, Bryan Sweet, CLU®, ChFC®, MSFS, CFS, with the assistance of his team, has earned many top honors and awards.

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For the 4th consecutive year in a row! Ranked #5 on the 2020 Forbes Best-in-State Wealth Advisor List*1 (Note: Our very own Bryan J. Sweet, ChFC®, of Sweet Financial Services was the only advisor outside a metro area to receive this recognition in the top 10!)

Named to 2020 Financial Times 400 Top Financial Advisers

2013-2020  Member of Raymond James Chairman’s Council*2 (their top recognition level)

#1 Raymond James Financial Services Branch for the state of Minnesota 2013-2019 based on production, Member of Raymond James.

Named to 2014-2016 Inc Magazine Top 5000 list of fastest-growing Private Companies in America*2

FEBRUARY 2020 GLOBAL TOP 50*3 for 2020 – Congratulations to Bryan Sweet, CLU®, ChFC®, MSFS, CFS for being selected to attend Raymond James Global Top 50 for 2020! Raymond James Global Top 50 is an exclusive two-day, event that is delivered every other year. This event brings together top advisors from across the firm (United States, Canada, and the United Kingdom) to build connections and share best practices.

MARCH 2020 In light of the global pandemic, Sweet Financial quickly pivoted to offer remote Zoom meetings for all of our clients at Sweet Financial. While we will forever enjoy being face to face in our interactions, our team quickly embraced the virtual world and continue to expand upon this offering today. Zoom isn’t going anywhere, and neither is your Sweet Financial team!

APRIL 2020 Bryan and Brittany, alongside their business partner in Ultimate Advisor Coaching, Draye Redfern, kicked off their first ever virtual mastermind experience. These 2-day intensives are set up to help other advisors across the country to grow their business, enhance their client experience, build efficiencies, and create an engaged team. They held two more of these in August and November, and never skipped a beat in creating value as advisors to the advisors!

 

SEPTEMBER 2020 Bryan’s Give and Grow Study Group provided Zoom presentations in the Philippines and Singapore, with over 5000 attendees in each session. They showed them the benefits of a study group and how they work with High Net Worth clients. Bryan and his study group, having been together for 22 years, shared the benefits of mentoring and how it has helped each of them reach the top 1% of their broker dealers.

OCTOBER/NOVEMBER 2020 Your Women Forward team was the featured article in Women Inc. magazine for their work in empowering and educating women around not only their finances, but also in pursuing what sets their souls on fire.

NOVEMBER 2020 We brought the Ambassador of Hope, Andre Norman, to our clients, community and the kids of Fairmont Jr/Sr High School where he delivered a message of inclusivity and positive change. He reminded us all to live a life of purpose and left a lasting imprint on all that he reached. We look forward to bringing Andre to our community in the future when we are back to in-person gatherings!

MEMBER OF THE RAYMOND JAMES CHAIRMAN’S COUNCIL – 18 YEARS*2

32 YEARS WITH OUR BROKER/DEALER, RAYMOND JAMES

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*1 The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. *2 Chairman’s Council Membership is based on prior fiscal year production. Re-qualification is required annually. *3 The Raymond James 2020 Global Top 50 is an event in which invitees are selected based on 2019 fiscal year production. There are approximately 50 attendees, though that number may vary based on those who are invited and available to attend the event.