We recently connected with Derek Brawner and have shared our conversation below.

Alright, Derek thanks for taking the time to share your stories and insights with us today. Can you share an important lesson you learned in a prior job that’s helped you in your career afterwards?

In my previous role at a nonprofit organization, I gained invaluable insights into the importance of building relationships and serving others. One particular experience stands out as a defining lesson in my professional career.

During my time in the nonprofit sector, I was tasked with developing and maintaining partnerships with various stakeholders, including donors, community leaders, and volunteers. This experience taught me that successful endeavors hinge on the strength of relationships. I learned that genuine connections, built on trust and mutual understanding, are the bedrock of any meaningful collaboration.

Working for a nonprofit also underscored the significance of service. Every day, I witnessed the impact that our initiatives had on the lives of those we served. This firsthand experience instilled in me a deep sense of purpose and reinforced the idea that the most fulfilling professional endeavors are those that contribute positively to the well-being of others.

These lessons have seamlessly transitioned into my role as a financial advisor as I work with clients each day. As I navigate the dynamic landscape of this business, I carry with me the understanding that success is not solely measured by financial metrics but also by the positive impact we can make on individuals and communities. Building authentic relationships and prioritizing service have become guiding principles in my financial practice.

Awesome – so before we get into the rest of our questions, can you briefly introduce yourself to our readers.

I ventured into my career with a profound passion for making a positive impact on people’s lives. With a background in nonprofit work, where I honed my skills in relationship-building and service, I transitioned into my role as a Financial Advisor to extend my reach and contribute to a broader audience.

As a Financial Advisor, my focus is to provide comprehensive, financial planning to my clients. At the core of what I do is a commitment to helping individuals achieve their financial goals. Everyone has different perspectives and goals for life. There isn’t a cookie-cutter approach to financial planning. I understand that discussing personal finances can be daunting due to a number of reasons, and my goal is to provide tailored solutions to my clients to help them live comfortably knowing their financial goals are within reach.

What sets me apart is my emphasis on the importance of building strong, long-term relationships with my clients. This involves not only understanding their financial situation but also their values, priorities, and long-term objectives. I am committed to delivering a personalized experience to my clients in order to create a sense of trust and reliability.

I take pride in offering solutions that go beyond traditional financial advising, incorporating a holistic view of my clients’ financial wellbeing. This involves staying with the market trends, tax implications, and financial regulations to ensure my clients receive the most up-to-date and relevant advice. I am able to offer my clients investment options, retirement solutions, education planning, life and disability insurance, and long-term care insurance.

Ultimately, my focus is on empowering my clients to make informed decisions about their finances, guiding them toward a secure and prosperous future. I believe in the transformative power of financial planning, and my mission is to help my clients navigate the complexities of the financial landscape with confidence and clarity.

For potential clients, I want them to know that we are not just a service provider; we are a partner in your success. Our approach is collaborative, and we thrive on the success stories of our clients. I invite potential clients to reach out to me to discover how we can work together to achieve their goals.

In essence, I’m driven by a genuine desire to make a positive impact, and through my role as a Financial Advisor, I am able to bring this vision to life by providing a personalized experience and delivering exceptional value to my clients.

Where do you think you get most of your clients from?

The best source of new clients for me has undoubtedly been the power of positive word of mouth. I firmly believe that when you create an exceptional experience for your clients, they become not just clients but advocates for your business. The impact of a satisfied client sharing their positive experience is immeasurable.

In the realm of financial planning, my focus has always been on providing more than just a service; I strive to create an experience that resonates with our clients. When someone has a positive, memorable encounter with our business, they are more likely to share that experience with others. It’s the ripple effect of client satisfaction.

We’ve cultivated a culture of excellence, ensuring that every interaction with our clients is marked by professionalism, personalized attention, and a genuine commitment to their success. This dedication to creating a positive experience has translated into clients not only returning for our services but also enthusiastically recommending us to their networks.

This organic growth through word of mouth speaks volumes about the trust and satisfaction our clients have in what we do. It’s a testament to our philosophy that the best marketing is a satisfied client who becomes a brand ambassador, sharing their positive experiences with others.

Are there any books, videos or other content that you feel have meaningfully impacted your thinking?

There have been several influential resources that have significantly shaped my thinking and philosophy. One transformative piece that had a profound impact on me is “75 Hard” by Andy Frisella. This book is not just about physical fitness; it’s a mental toughness program that extends into all aspects of life. It taught me the importance of discipline, resilience, and the mindset needed to overcome challenges.

Another influential figure in my journey has been Ben Newman, especially his concept of the “Prizefighter Day.” This idea emphasizes the mindset of approaching each day with a champion’s mentality, regardless of the circumstances. It’s a powerful reminder not to be seduced by success and to maintain the work ethic and determination that got you there in the first place.

Lastly, Alex Hormozi’s resources, particularly “$100M Leads” and “$100M Offers,” have been invaluable. His insights into generating quality leads and crafting irresistible offers have been instrumental in refining my business strategies. Learning from his experiences in scaling businesses to the hundred-million-dollar mark has provided valuable lessons for our own growth trajectory.

These resources collectively have shaped my approach to business and life, emphasizing mental resilience, a championship mindset, and effective strategies for business growth. They continue to serve as ongoing sources of inspiration and guidance in my entrepreneurial journey.

Contact Info:

• Website: derekbrawner.nm.com
• Instagram: https://www.instagram.com/dabrawner/
• Facebook: https://www.facebook.com/dabrawner
• Linkedin: https://www.linkedin.com/in/derek-brawner/
• Twitter: x.com/dabrawner
• Youtube: https://www.youtube.com/@dabrawner
• Other: Schedule an initial consultation: Initial Consultation