Todd Bryant on Why Real Financial Planning Starts With People Not Products
Manage episode 496303904 series 3671285
What do you get when you mix a trivia host, a UCF golf cart, and a financial planner with a heart of gold?
This episode.
Recorded at Foxtail Coffee in downtown Winter Garden, this conversation with Todd Bryant, Founding Partner at Signature Wealth Partners, is packed with everything you didn’t expect from a guy in finance… and everything you hope for in someone handling your legacy.
In this episode:
🧠 The trivia-night secret that helped grow his business
🕊 A client's story was so moving, he printed the email and keeps it beside his desk
📈 Why real financial planning starts with humanity, not numbers
Todd’s the kind of person who shows up for his clients, not just on paper, but in the moments that matter most.
Want to be on a future episode? Join the WG Coffee + Collab Facebook group! I select one guest each month from the group to join me for coffee and conversation.
💬 Join the Facebook group: https://www.facebook.com/groups/1158560589287298
🌐 A special THANK YOU to Ken Taibbi, who is filming AND producing all of the @WGCollab episodes! Go check him out at www.fullyequippedproductions.com
Download Todd’s Free Guide:
7-Step Guide for a Successful Retirement - http://www.toddbryantcfp.com/
Todd is a co-author of More Than Money: Real Life Stories of Financial Planning - https://a.co/d/1C3m3aC
🌐 Official Websites:
→ http://www.toddbryantcfp.com/ (personal)
→ http://www.yoursignaturewealth.com/ (firm)
👔 Follow Signature Wealth Partners:
Facebook - https://www.facebook.com/signaturewealthpartners/
LinkedIn - https://www.linkedin.com/company/signaturewealthpartners/
Instagram - https://www.instagram.com/signaturewealthpartners/
📱 Follow Todd Personally:
Facebook - https://www.facebook.com/toddabryant1
Instagram - https://www.instagram.com/toddabryant/
LinkedIn - https://www.linkedin.com/in/toddabryant/
Twitter - https://x.com/ToddABryant
Signature Wealth Partners Contact Info:
446 W. Plant St. Suite 2 Winter Garden, FL 34787
407-794-7415
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Signature Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
9 episodes