Brian Swanson’s Post

View profile for Brian Swanson

Military Veteran | Financial Services Consultant | Mentor

New year, new opportunities! January is the perfect time to set bold goals and build momentum—not just for ourselves, but for the advisers and firms we partner with. Whether it’s supporting a client’s growth strategy, identifying the right acquisition opportunities, or fine-tuning internal processes, the energy we bring to the start of the year is pivotal. For me, it’s all about listening deeply to clients to uncover their ambitions, understand their challenges, and align with their priorities. How can I help them create value? How can I guide them toward their vision of success? Here’s to starting the year with clarity, focus, and impactful collaboration. Let’s make 2025 the year we achieve great things together!”

Chris Irwin DipFA

UK Level 4 Qualified Financial Adviser

2mo

Happy new year Brian!

Edward Wijnen

🚀 B2B Sales Leader | Enterprise & Startup Growth | AI, SaaS, & Open Source

2mo

Brian Swanson, starting strong this year. listening and aligning with clients sets the stage for solid growth. let’s move forward together

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