In this episode of the podcast, I had the opportunity of interviewing Todd Bryant, Founding Partner/Financial Planner at Signature Wealth Advisors, LLC. We spoke about some of the qualities financial planners need in order to be successful. Todd always focuses on building relationships that last for years to come. This episode is very important for students who are finance majors or those who are planning to work in the finance industry. Being a financial planner is difficult the beginning five years, but if you can make it through those five year you will most likely reach a lot of success. Todd has been working for years as a Financial Planner now and he talks about the most important aspect of the position is continuously building relationships with clients.
Here are some of the highlights:
[4:00] The internships Todd had in University opened doors for him
[8:50] Is there a high turnover rate in the finance industry?
[10:45] A career in corporate finance before diving into the financial planning can be helpful
[11:30] Front House and backhouse: Two parts in financial planning
[13:30] Analysts jobs vs the front house jobs
[16:15] What qualities do successful Financial advisor need
[25:30] Building strong relationships is a priority
[44:30] Paying your mortgage off earlier
The one thing Todd Bryant would like for you to take away from this episode:
Todd worked with a non-profit Outreach Love his junior year of University. Focus on helping other people. Todd says giving back helps both professionally and personally!
Connect with Todd Bryant, CFP Professional he want to hear from you.
Todd Bryant is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Signature Wealth Advisors is not a subsidiary or affiliate of MMLS Investors Services, LLC or its affiliated companies. 301 E. Pine St Suite 800 Orlando, FL 32801 407-992-0530
“The views and opinions are those of Todd Bryant. Todd Bryant’s views are not necessarily those of MML Investor Services, Inc”
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