Finding Better Ways To Help People Achieve Their Dreams With Bryan Sweet

7 Sept 2022 · 45 min
45:03

This is a podcast interview (YouTube) in which Dr. Gary Sanchez interviews Bryan Sweet about his background and his trademarked Dream Architect process — a four-step method (visioning, blueprint, build, maintain) that integrates financial planning with clients’ personal dreams. Sweet explains examples of client outcomes, patterns of common dreams (family experiences, travel, legacy), and his expansion of the model into a broader Dream Architect Life platform with five pillars (wealth, purpose, health & longevity, legacy, experiences). Contact details and rollout timing for the platform (first quarter 2023) are mentioned.

Chapters

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