Brandon Heckert, AAMS

Focus Sessions

Brandon Heckert, AAMS, is a three-year MDRT member from Nashville, Illinois, who started his career in finance at the age of 18. After graduating college, he began working full time at the Country Financial headquarters as a financial advice specialist, advising representatives on advanced financial planning strategies in areas of investing, retirement planning, education funding and insurance planning. A few years later, he became an advisor with FSM Wealth. He is currently pursuing his CFP designation.

No Boundaries with the Virtual Meeting

Language: English

Utilizing technology and embracing virtual planning can increase your production by making your processes more efficient, reducing time spent commuting, and opening up the door to relationships with clients that would never have been possible before. An advocate of the virtual meeting, Heckert discusses the tools he has used to have effective meetings with clients via web conferencing. He goes on to talk about the other technology he has used to make his processes more efficient and user-friendly for the client, including e-applications and accelerated underwriting for insurance cases.