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 3rd consecutive year in a row! Ranked #6 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!)

Named to 2020 Financial Times 400 Top Financial Advisers

2013-2020  Member of Raymond James Chairman’s Council (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

EWAS – JANUARY 2019 Bryan partnered with Randy Carver, another experienced advisor at Raymond James Financial Services, to host and facilitate the first annual Elite Wealth Advisor Symposium in Miami, FL. This “by invitation only” meeting was comprised of financial advisors from across the country, where we spoke at, and brought in other world class speakers to provide training, insight and inspiration to those in our field.

RAYMOND JAMES CHAIRMAN’S COUNCIL RETREAT

BRYAN SPOKE AT THE CHAIRMAN’S COUNCIL MEETING IN SUMMER 2019
on the topic of marketing. It was a great experience to be able to teach among his peers.

GLOBAL TOP 50 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.

JUNE 2019 MILLION DOLLAR ROUND TABLE
Our very own Bryan and Brittany were invited to speak at the Million Dollar Round Table event in June of 2019. MDRT has upwards of 72,000 members and this is one of the most highly attended conferences in our industry. Bryan and Brittany presented on the topic of building a killer culture and automating your processes & marketing.

NOVEMBER 2019
Bryan and Brittany, again alongside Draye Redfern of Redfern Media, launched their first ever Ultimate Advisor Mastermind in Dallas, TX. They spent a day and a half doing a deep-dive with other advisors, bringing in speakers to help them sharpen their presentation skills, enhancing their client experience and building the business of their dreams. This was the kick-off to an exciting platform that will be able to help other advisors grow their business in an ethical, efficient and effective way.

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

5 YEARS ON THE GLOBAL TOP 50 – AN EXCLUSIVE CONFERENCE FOR THE TOP 50 ADVISORS FIRM WIDE (RAYMOND JAMES)*3

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 and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who 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 32,000 advisors nominated by their firms, 4,000 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s 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.Raymond James is not affiliated with Forbes or Shook Research, LLC. Sweet Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
* 2 Chairman’s Council Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
* 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. Attendance at this event may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for being invited to this event.

The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT, Ignite Research, and Money-Media, Inc. are not affiliated with Raymond James.