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!