Bryan Strike is one of those professionals younger planners should mimic in how they conduct themselves in business.
He holds almost all, if not all, of the most prestigious planning designations available; CPA, CFP, CFA, MsTX, PFS, MS and others.
But, even with this pedigree, Bryan is humble enough to realize that being a good financial planner is not about tooting your own horn, it’s actually understanding your clients. Nothing is more important
You want the client to take action? You need to understand their concerns. That simple.
The profession is littered with the smartest minds in around, who have failed as financial planners because these people couldn’t sell water to someone stranded in the desert. They lacked the confidence to ask questions. And they forget the essential role of a financial planner, understand the client so you can get him/her to take action to better THEIR financial lives.
Bryan does this for his clients. And we all can learn from him.
If you want to learn more about Bryan here is his bio.
Connect with Bryan on LinkedIn too.