Sweet Financial Partners is one of the largest independent practices 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, with the assistance of his team, has earned many top honors and awards.
For the 4th consecutive year in a row! Ranked #5 on the 2021 Forbes Best-in-State Wealth Advisor List*1 (Note: Our very own Bryan J. Sweet, ChFC®, of Sweet Financial Partners 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*2
Named to 2014-2016 Inc Magazine Top 5000 list of fastest-growing Private Companies in America*4
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!
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1The 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. Please visit https://www.forbes.com/best‐in‐state‐wealth‐advisors for more info.
2The 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.
3The 2016 Inc. 5000 is ranked according to the percentage revenue growth when comparing 2012 to
2015. To qualify, companies must have been founded and generating revenue by March 21, 2012. They had to be U.S.‐based, privately held, for profit, and independent‐ not subsidiaries or divisions of the other companies‐ as of December 21, 2015. (Since then, a number of companies on the list have gone
public or been acquired). The minimum revenue required for 2012 is $100,000; the minimum for 2015 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons.