Episode 172: The Power of Trust in Financial Planning And Networking with Mason Brunsmann

Mason Brunsmann's BIO: 

Mason Brunsmann is a CERTIFIED FINANCIAL PLANNER® with Sirius Wealth Management, known for delivering comprehensive financial planning and investment management strategies tailored to the unique needs of business owners and families. His specialties include comprehensive financial planning, investment management, risk management, and income & tax planning. Mason is dedicated to helping clients work toward their financial goals through personalized, strategic guidance.

Mason holds both a Bachelor’s and Master’s degree in Business Administration with a finance emphasis from the University of Missouri–St. Louis. He also earned a graduate certificate in Financial Technology from the same institution, as well as a graduate certificate in Financial Planning through Kaplan College of Financial Education. Mason maintains FINRA Series 7, 9, 10, 63, and 66 licenses, equipping him with a deep understanding of the financial services landscape.

With over a decade of experience, Mason is committed to helping clients navigate the complexities of building and protecting wealth across every stage of life.

 

In this episode, Virginia and Mason  talked about:

• How Mason uses social media to create visibility

• Mason’s journey to financial planning

• Mason’s unique take on building wealth

• Mason’s financial planning pet peeves

• The value of networking for improving client retention

 

Takeaways: 

1. You need to always “Know a guy who”

2. It’s better to create a network that is an inch wide and a mile deep, than a mile wide and an inch deep

3. Focus on building trust and the money will follow

4. Don’t chase 1,000 connections—nurture the right 10.

5. Reciprocity isn’t always instant, but it’s always real.

 

Connect with Mason on his LinkedIn account to learn more about his work and insights into networking effectively:

LinkedIn: https://www.linkedin.com/in/mason-brunsmann-cfp-financialadvisor/

 

Connect with Virginia:

https://www.bbrpodcast.com/