With Bryan Sweet, Founder, CEO, Wealth Advisor – Sweet Financial Partners

Overview

Bryan Sweet of Sweet Financial Partners shares the ultimate independent business growth story, starting with 32 years under the Raymond James BD umbrella, then as an RIA, and most recently selling to Carson Wealth.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

There are different milestones business owners look to achieve along the path of independence.

For example, over the course of three decades, Bryan Sweet built and grew an independent business under the Raymond James broker dealer umbrella.

Bryan felt he needed access to a broader range of products and solutions and a greater degree of control over his business, so he decided to launch an RIA with the support of Dynasty Financial Partners.

Then, Bryan completed what many consider the coup de grâce in the independent wealth management business lifecycle: Sweet Financial Partners sold to Carson Wealth.

Today, Bryan shares the journey of his billion-dollar business with Louis Diamond, including:

• 
  
• Building an independent business at Raymond James—and what kept Sweet Financial there for so long.
  
• The motivations for launching an RIA—and why Bryan felt he needed to flex his entrepreneurial muscles after 32 years.
  
• The benefits of an RIA vs. the IBD model—and what additional value his clients realized.
  
• Key growth strategies—and how they evolved with each model.
  
• The sale to Carson—and why now.
  

It’s the ultimate independent business growth story: A candid conversation that offers detail into each phase of Sweet Financial’s lifecycle, with advice on the due diligence process, the motivations, and the results.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

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Bryan J. Sweet CLU, ChFC, MSFS

Founder, CEO, Wealth Advisor – Sweet Financial Partners

As a Forbes Best-in-State Wealth Advisor for multiple years running, Bryan has been on the mission to help people live their retirement dreams since the start of his career in financial services back in 1979. It is because of this that he created his proprietary The Dream Architect™, which not only helps his clients maximize their distribution planning in retirement, but also helps them strive for and accomplish their biggest dreams.

With Bryan’s vast industry experience, he is also partnered in multiple entities including the Elite Wealth Advisor Symposium, which supports high-performing financial advisors across the United States in the growth and scaling of their businesses. He and his partners do this through teachings on team engagement, marketing, automation, best practices, and all that it takes to build a high-class and scalable advisory practice.

The bottom line is that Bryan thrives on helping others experience the growth and freedom that he has created in building a world-class financial services practice, all while living the life of his dreams.

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