Today we’d like to introduce you to Will Bramblett.
Will, let’s start with your story. We’d love to hear how you got started and how the journey has been so far.
My journey started growing up in Far North Dallas with incredible parents and two younger twin sisters. After school, I went to college at Oklahoma State University where I received my degree in Finance with a focus on oil and gas. Shortly after graduation, I moved back to Dallas to begin my career and married my high school sweetheart. After working for a software company for a few months, I decided it was time to branch out on my own and make my mark. I partnered with the #1 financial firm in the country (Northwestern Mutual) and started building my financial practice.
Leaving a salaried position with benefits to build a business where nothing is guaranteed was a large step, but it is one every great entrepreneur must take. I decided from the moment I started that failure would never be an option. I decided then that I would not only build one of the most successful financial practices in the United States, but I would do it before I am 30.
I put a list of 500 names and numbers together of everyone I had ever met in my life and called every single one asking for the opportunity to work with them as their family advisor. Many said no, but that didn’t bother me. My faith is the foundation of my life and I know that God is sovereign. Those who are supposed to be part of my practice will be, and those that shouldn’t be will not. My only job is to put in the work. I took meetings seven days a week from 6:00am-9:00pm, whatever it took to get my practice off the ground. When I finally lifted my head up after a year, I had over 150 clients across 16 different states, was awarded Rookie Advisor of the Year, asked to speak at Northwestern’s annual Planning Day, and was in the process of hiring my first assistant.
Overall, has it been relatively smooth? If not, what were some of the struggles along the way?
Any entrepreneur will tell you the road is never smooth, but you must always remember it’s a process. We can only control two things, the work we put in and how we respond to other people. The sooner someone acknowledges they can’t control everything, the more peace they will have. There were three large challenges I initially faced:
1). The perception that my age dictated my ability. When you think of a financial advisor, you typically think of someone in their 50’s with gray hair and glasses. Thankfully, after 5 minutes of discussion people realize age is just a number and it has no correlation to knowledge or capability. It is very important for any young entrepreneur to remember that age holds no weight.
2). How to handle constant rejection. This is something anyone looking to do great things will have to endure. People are naturally wired to say no, and that’s okay. My job is to find the yes. You can only do so much, and if someone doesn’t want to be helped you can’t change that.
3). Lack of consistency. You have good months and bad months. Learning to be comfortable in your discomfort will benefit a young entrepreneur greatly. Learn to like and find peace in the unpredictable.
Alright – so let’s talk business. Tell us about your financial practice with Northwestern Mutual – what should we know?
I established my practice in 2018 with a focus on young professionals and families, taking a wholistic approach to their financial strategy. Being in a similar life stage, I could best connect with those individuals and grow with them as they develop professionally and personally. When I bring a client into my practice, it is like they become part of my family. My goal is to be a resource for my clients and for them to have peace of mind knowing that I will always do what it best for them. My practice is built on trust and integrity.
The main areas I focus on in my practice are below:
– Wealth Management
– Retirement Planning
– Retirement Income Planning
– Risk Management
– Investment Strategies
Any shoutouts? Who else deserves credit in this story – who has played a meaningful role?
There are many people who have poured into me over the years, from spiritual mentors to business mentors and those who support me relentlessly. The first person I always want to thank is my wife Meredith. No matter what I do, she always supports and encourages me unconditionally. I would also like to thank Jon, Jordan, and Jack. Jon is a managing director at our firm, and we meet once a month for mentorship and counsel. Jack is an outside consultant. We meet once a month as well, and he is always challenging me to think bigger and push myself. Jordan is a senior advisor, and we meet weekly so he can mentor me, share new strategies, and refine my skills. Nothing I have been able to accomplish would have been possible without these people in my life.
Contact Info:
- Address: 5420 LBJ Freeway Ste. 1300
Dallas, TX 75240 - Phone: 972-663-7671
- Email: william.bramblett@nm.com
- Website: http://williambramblett.nm.com/
- Facebook: https://www.facebook.com/pg/WillBramblettNM/reviews
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