Brandon Reese has been a client advocate in the areas of risk management, retirement planning, as well as financial education for over 20 years. He began pursuing comprehensive wealth management after the consequences of the great recession became evident in his local community in North Texas. His passion is to be a servant leader to all people with whom he connects.
Brandon is a graduate of the University of North Texas in Denton, where he has been planted with his family for over 20 years. He also holds the Chartered Retirement Planning Counselor designation from the College of Financial Planning as well as the Certified Exit Planning Advisor credentials from the Exit Planning Institute. His studies continued at Southern Methodist University where he earned a graduate degree in financial planning. Over his career, he has held positions to include independent insurance agent, trading, compliance, retirement education, retirement plan advisor, estate planning advocate, and others to gain the wealth of knowledge he possesses. E as been honored to contribute to Morningstar, MarketWatch, Investor’s Business Daily, MSN Money, US News & World Report, AARP, and Kiplinger’s for his areas of financial expertise.
In addition, Brandon is very involved with his local community and church. He has coached both football and soccer, as well as run free summer sports camp at his church. When asked, Brandon will tell you his love for his clients, and his passion comes from his faith as well as his family. He has been married to his lovely wife Sarah for over 15 years, and they have three wonderful children.
Listen to this insightful RIA episode with Brandon Reese about expanding client relationships.
Here is what to expect on this week’s show:
- How most people need some form of insurance whether for their car or house.
- Why FinTech is important to integrate financial technology into your practice.
- How having an exit strategy in place is important for all business owners.
- Why some people have to sell their business in order for them to retire.
- How the Exit Planning Institute created a formula and a certification that you can walk through with other planners who have more experience.
Connect with Brandon:
Links Mentioned:
https://tbsretirementplanning.net/
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