Brandon Heckert

He is Brian Heckert’s elder son and a financial advisor at FSM Wealth. He chose a career in finance at an early age, beginning his professional career at 18. He later worked as a financial planning specialist at the headquarters of COUNTRY Financial, supporting advisors with investment, retirement planning and insurance matters. He subsequently joined the FSM Wealth team.

He is a regular MDRT speaker and podcaster. He has spoken extensively about how modern technology and virtual client service can be used to build a more efficient advisory practice, as well as how his family transformed their firm into a comprehensive “family office” service model.

speakers brandon

Első (plenáris) nap

15:15-15:50 Brian Heckert, Brandon Heckert & Michael Heckert

Keynote

Második (workshop) nap

14:00–15:20 — Workshop Session IV

Brian Heckert, Brandon Heckert & Michael Heckert