Brian D. Heckert Featured in MDRT Global services video
"Leaders are what other people see in somebody that makes them want to follow them and do what is needed." Brian Heckert, CLU, CHFC, AIF® believes that high-level leaders set themselves apart by pushing, motivating and supporting team members to reach their goals. Find out more ways to become a great leader today!
NAIFA Illinois Re-Elects Kyler Spencer as Director of the Board
Kyler has been re-named Director to the Board of the National Association of Insurance and Financial Advisors (NAIFA) Illinois.
NAIFA Illinois Elects Kyler Spencer as Director of the Board
Kyler has been named Director to the Board of the National Association of Insurance and Financial Advisors (NAIFA) Illinois.
Brian Heckert Contributes to "Advisor Focus" Magazine
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 Heckert Writes Article on Mentoring for AdvisorNews
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.
Kyler Spencer Selected as One of Three All-Star Panel Speakers
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.
Heckert Family Speaks to Building National Practice in "InsuranceNewsNet"
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.
Brandon Heckert Writes Article for "InsuranceNewsNet"
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.
Brandon Heckert and Brian D. Heckert on MDRT Academy Webcast
In January of 2020, Brandon and Brian discuss our multi-generational firm, technology, and opportunities for young advisors on a webcast for MDRT Academy.
Kyler Spencer Featured in NAIFA Illinois New Member Spotlight
Past NAIFA-IL President Brian D. Heckert interviews new member and FSM Wealth advisor Kyler Spencer.
Brian D. Heckert Featured in "Investor's Business Daily"
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.
Brian D. Heckert and Brandon Heckert Address Audience at 2019 MDRT Global Conference
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. Earns Kestra Financial's "2019 Ascend Award for Innovation"
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.
Brian D. Heckert Featured in "InsuranceNewsNet"
In the March 2017 article "Survey Says" 79% of Americans Shun Advisors", Brian discusses how to find creative ways to reach new clients.
Brian D. Heckert Named 90th President of MDRT
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.
Founder Brian D. Heckert Celebrates 30th Year in Business
In April of 2015, the Nashville office hosted a party to celebrate this accomplishment.
Brian D. Heckert Contributes to "Business Wire" Article
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.
Brian D. Heckert Writes Article for "ThinkAdvisor"
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.
Brian D. Heckert Featured in "The Wall Street Journal"
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.
Brian D. Heckert Named "Four Under Forty"
In April of 1999, Brian was featured as one of the "Four Under Forty" in "Life Association News Magazine", a NAIFA publication.