Bryan Clintsman, CFP®

Inquirer
DISC Type : dc

Wealth Advisor at Focus Partners Wealth

Dallas-Fort Worth Metroplex, United States

Overview

Bryan is a dedicated Wealth Advisor at Focus Partners Wealth, focused on providing comprehensive and unbiased financial advice. With a Master of Science from the University of North Texas, he has extensive experience, including roles at Ernst & Young and founding his own firm before guiding it through two successful mergers.

He is passionate about helping clients achieve their life goals, from planning for retirement to funding a childs education. A key interest for him is mentoring the next generation of financial planners, and he actively supports university programs like the one at Texas A&M to foster new talent in the industry.

Unique fact: He founded Clintsman Financial Planning and successfully merged it with Buckingham Strategic Wealth, which later became Focus Partners Wealth.

Personality Overview

ROI Conscious

Upfront

Hard To Convince

They respond well to confident salespeople.  They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Financial Planning
His stated passion is helping individuals create a plan for their financial goals through unbiased and comprehensive advice.
Business Mergers
He has direct, personal experience guiding his own firm through two separate and successful mergers with larger wealth management organizations.
Mentoring Talent
He finds great fulfillment in “pouring into the next generation of financial planners” and supports university programs.

Media Appearances

Clintsman Financial Planning to Join Focus Partner Firm .... Featured in Focus Partners Wealth (Corporate News)

See Now

Work History

6-2024
Wealth Advisor at Focus Partners Wealth
1-2023 - 6-2024
Wealth Advisor at Buckingham Strategic Wealth
4-2002 - 1-2023
Owner at Clintsman Financial Planning
4-2000 - 3-2002
Vice President at GuidedChoice
4-1995 - 3-2000
Senior Manager at Ernst & Young

Education

1983 - 1988
Master of Science (MS) from University of North Texas
1982 - 1983
Education details unavailable from The University of Kansas

More Information

Social Presence :

Prographics :

Exp : 37 Location : Dallas-Fort Worth Metroplex, United States Job Level : N/A Designation : Wealth Advisor at Focus Partners Wealth
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Insights For Selling To Bryan

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryan is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Bryan

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Bryan move?

  • Their decision making speed is somewhere in the middle.
  • Can Bryan take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Bryan

Personality Compatibility


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