9627 Wall Street,
In the article titled "Successfully Going Digital", Brian speaks to how FSM Wealth, Inc. transitioned to digital planning and meeting platforms. The article can be found in Kestra Financial's Summer 2020 issue of "AdvisorFocus".
Brian penned an article for AdvisorNews.com titled "Become A Mentor and Help Change Your Profession" posted on August 21, 2020. He discussed the impact of becoming a mentor and how it has a positive impact on one's career, firm, and, most importantly, the mentee.
On Thursday, July 30th, FSM Wealth, Inc. Advisor Kyler Spencer joined the “Young Advisors Team” All-Stars Panel at the National Association of Insurance and Financial Advisors (NAIFA) Illinois Chapter Summer Spectacular in East Peoria, IL. Kyler was one of only three advisors selected to participate in the one-hour panel where they discussed the triumphs and struggles they experienced in their careers.
In the July 2020 article titled "Small Town, Big Practice", Brian, Brandon, Michael, and Erin share how our small firm has established a national presence.
In the April 2020 issue, Brandon writes an article titled "Success is a Series of Stepping Stones" and tells of his experiences as a young advisor.
In January of 2020, Brandon and Brian discuss our multi-generational firm, technology, and opportunities for young advisors on a webcast for MDRT Academy.
Past NAIFA-IL President Brian D. Heckert interviews new member and FSM Wealth advisor Kyler Spencer.
The article "Advisors Learn Life Lessons From The Most Stirring Keynote Speakers" written by Morey Stettner in August of 2019 highlights experiences from advisors, quoting Brian's lessons he learned from other speakers throughout his career.
FSM Wealth, Inc. founder Brian Heckert, CLU, CHFC, AIF® and advisor Brandon Heckert, AAMS share the Main Platform stage at the 2019 MDRT Global Conference in Sydney, Australia, this September. They discussed mentorship and shared their experiences with peers in their profession. As a long-time MDRT member and Past President of the organization, Brian places a high importance on sharing the lessons he gains from the yearly conferences and is proud to see some of our advisors becoming actively involved in MDRT.
FSM Wealth, Inc. received the 2019 Ascend Award for Innovation at the Kestra Financial Ascend Conference. The Innovation award recognizes a visionary business that is blazing a contemporary trail in the industry with cutting-edge technology, next-generation service or marketing models, or other programs designed to evolve the business of wealth management advice. With the award, the firm was also presented with a $5,000 donation for the charity of our choice, The Million Dollar Round Table Foundation.
In the March 2017 article "Survey Says" 79% of Americans Shun Advisors", Brian discusses how to find creative ways to reach new clients.
In September of 2016, founder, Brian D. Heckert was named the 2016 President of Million Dollar Round Table (MDRT). Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
In April of 2015, the Nashville office hosted a party to celebrate this accomplishment.
In the February 2015 article "New Survey Shows 84 Percent of Millennials Are Worried About Making Ends Meet", Brian and fellow MDRT leaders provide insight to the generational financial concerns.
In the article titled "Ready to Sell Your Practice? Here's How" written in December of 2012, Brian discusses options advisors should consider while making their succession plan.
In the article "Adding Value for 401(k) Clients" written by Kelly Kearsley in December of 2012, Brian touches on his background in the 401(k) business and the changes he made to his practice to benefit his clients.
In April of 1999, Brian was featured as one of the "Four Under Forty" in "Life Association News Magazine", a NAIFA publication.