Tag: Mentorship

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REPLAY: Doc Sangani’s Unconventional Blueprint for Fulfillment (Ep. 98)

REPLAY: Doc Sangani’s Unconventional Blueprint for Fulfillment (Ep. 98)

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What if fulfillment comes not from chasing more, but from simplifying how you see life, work, and personal growth?

Many people hold themselves back through fear, misplaced expectations, or a lack of clarity about what truly matters. Reframing these patterns can change how progress, happiness, and purpose are experienced over time.

In this episode, Bryan Sweet revisits a powerful conversation with Dr. Bharat “Doc” Sangani, Cardiologist and Founder and CEO of Encore Enterprises, reflecting on belief, decision-making, mentorship, and redefining happiness. The discussion explores fear management, values-based living, long-term perspective, and the idea that happiness can be measured through health, wealth, and relationships.

Key takeaways:

  • How belief paired with effort influences long-term progress and resilience
  • Why fear often comes from a lack of preparation rather than a lack of ability
  • The importance of mentors in validating direction and realistic expectations
  • A practical framework for viewing mistakes as feedback instead of failure
  • How simplifying values and perspective can reshape fulfillment and motivation
  • And more!

Resources:

Connect With Sweet Financial Partners:

Connect With Dr. Bharat Sangani:

About Our Guest:

Bharat Sangani, MD, Encore’s Chairman and CEO, co-founded the firm in 1999 as a vehicle for investors to share in the success of his real estate deals. “Doc,” as he is known by both clients and co-workers, made his first investment in real estate in 1991. He quickly learned he had a natural instinct for commercial real estate investing and began growing his portfolio. Over the 30 years that followed, Doc has established a successful private commercial real estate investment and development firm with a proven track record across multiple sectors throughout the United States. 

Admired for his relentless work ethic, Doc, along with a team of experienced, results-driven, and forward-thinking individuals, leads Encore on the principles of honesty, integrity, and fairness. Doc sits on the Board of Directors of Encore Enterprises, Inc., and Encore Properties, Ltd. He is an active contributor to the community and is involved in various charities both locally and in India.

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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Lessons from 80 Years of Living and Leading with Don Connelly (Ep. 90)

Lessons from 80 Years of Living and Leading with Don Connelly (Ep. 90)

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Don Connelly isn’t just a master storyteller; he’s living proof that passion, purpose, and soft skills matter more with age, not less. 

At nearly 80 years old, Don brings unmatched wisdom from decades in the financial services industry. In this rich and heartfelt conversation with Bryan Sweet, he reflects on building a life of value, how storytelling makes the difference in client relationships, and why he refuses to retire.

From overcoming rejection to defining what it means to “retire to” rather than “retire from,” Don offers up insight you won’t find in a textbook. Whether you’re a veteran advisor or just starting out, this is one of those rare episodes that feels like a mentorship session.

What to Expect:

  • The soft skill that sets top advisors apart
  • How to stay sharp, engaged, and joyful at any age
  • The one question clients care about most
  • A new way to think about your next chapter in life
  • And more!

Connect With Sweet Financial Partners:

Connect With Don Connelly:

About Our Guest:

Don Connelly is perhaps the nation’s most successful speaker, motivator, and mentor to advisors in the financial services industry. His career on Wall Street spans more than 40 years and includes positions as stock broker, financial planner, branch manager, wholesaler, national sales manager, and, for nearly 19 years, a company spokesperson and Senior Marketing Officer for a multi-billion dollar Investment Firm. Now, as founder of Don Connelly 24/7, an extraordinary learning center and mentoring program, Don’s timely and provocative sales ideas are available to thousands of financial professionals, 24 hours a day, seven days a week.

Don has lectured tens of thousands of investors and financial services professionals in large cities, small towns, boardrooms, and universities. Audiences at England’s Cambridge University, Harvard, Wharton School of Business, Chapman College, and Pepperdine have all benefited from his presentations. He has shared his wisdom with Investment professionals abroad in New Zealand, Australia, Spain, Canada, England, South Korea, and Ireland. In the past few years, he has given several presentations to the prestigious Million Dollar Roundtable as both a main platform and workshop speaker.

Offering practical guidance to financial services professionals, Don inspires audiences to strive for greater accomplishments. He is known as a guru on managing client relationships, selling, and becoming a successful financial advisor.

He educates, entertains, and motivates audiences with an extraordinary flair and fast-paced combination of wit, intellect, anecdotes, and simplistic doctrine. Don’s mission for financial professionals is to simplify the process.

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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Mentorship, Mindset, and Next Big Ideas with Brian Heckert (Ep. 89)

Mentorship, Mindset, and Next Big Ideas with Brian Heckert (Ep. 89)

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In this episode of The Dream Architect Life Podcast, Bryan Sweet welcomes long-time friend and fellow study group member Brian Heckert. From small-town beginnings to leading a multi-state advisory firm, Brian shares the principles, mentors, and turning points that shaped his career and life.

Brian discusses:

  • How meeting his wife in first grade shaped his values and vision
  • Why having a “next big idea” matters at every stage of life
  • The role of mentors in guiding personal and professional growth
  • Strategies for staying out of ruts and surrounding yourself with the right people
  • How clarity, core goals, and strong values drive decision-making
  • And more

Connect With Sweet Financial Partners:

Connect With Brian Heckert:

About Our Guest:

Brian Heckert is the past president of the Million Dollar Round Table, leading an organization of 90,000 members worldwide. With decades in the financial services industry, he is known for his visionary leadership, mentorship, and commitment to helping clients and advisors think bigger about what’s possible in their lives. From innovative business models to giving back through community involvement, Brian continues to inspire others to lead with clarity, integrity, and purpose.

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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Chapter Nine: Overcoming Limits to Create Your Best Retirement (Ep.78)

Chapter Nine: Overcoming Limits to Create Your Best Retirement (Ep.78)

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What does it truly mean to dream big? How can you shatter your limiting beliefs to reach new heights in retirement? 

Brittany shares inspiring stories and insights, encouraging you to harness your mindset to conquer what seems impossible. Learn how the bravery of individuals like Christopher Reeve can inspire you to chart a course for your biggest dreams, while practical advice on dealing with life transitions nurtures your personal growth. 

You have the power to decide what your future holds, and it’s time to embrace opportunities that are just beyond your current reach.

This episode’s highlights include:

  • The significance of dreaming beyond current capabilities [00:03:00]
  • Building self-confidence to fuel your big dreams [00:04:00]
  • Why major life transitions can become turning points [00:09:00]
  • The role of mentors and supportive networks [00:16:00]
  • Steps to align your financial plans with your dreams [00:13:00]
  • And more!

Resources:

Connect With Sweet Financial Partners:

  • 1 (507) 235-5587
  • meetingwithsweet.com
  • meetingwithamber.com
  • Sweet Financial
  • LinkedIn: Bryan Sweet
  • LinkedIn: Brittany Anderson
  • Facebook: Sweet Financial Partners
  • 📖 Get our book, “Dream Architecture” here

The opinions voiced in The Dream Architect Life Podcast with Bryan Sweet and Brittany Anderson are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on the show are not affiliated with CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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