“I finally decided independence was the way to do it. I was able to build the book of business the way I wanted to build it. I knew it would be a slow process, but I knew I would end up with a book that I was proud of and proud to have.”
Bryan Masten went from running a performance automotive business to leading Global Financial Partners, an independent financial firm he runs along with his business partner, Brian Smith. Global Financial Partners takes a proactive approach to helping clients develop strong wealth management strategies. Over the years, Bryan and his team have developed a sustainable approach designed to help clients manage their wealth and navigate a complex financial world. Shortly after joining Cambridge in 2017, Bryan joined Cambridge’s Real Practice Management coaching program and credits the coaching sessions for helping his firm grow and expand its range of services.
In Episode 165: Taking a Proactive Approach, Bryan joins Cambridge CEO Amy Webber to discuss:
Why he chose a career in financial services
How he finds clients who align with his business’s goals
His firm’s approach to serving next gen clients
Why he believes in lifelong learning
Tune in to this episode of Cambridge Stronger to hear more about Bryan and his journey!
About Bryan Masten
Bryan joined the Global Financial Partners Team in 2014. At that time, he and his wife, Heather, returned to Texas after spending 8 years in Michigan. Bryan got into this industry because he saw the opportunity to help people. Bryan has been in the financial services industry since 2006 and attained the Certified Financial Planner Professional™ designation in 2012. He is a graduate of the Texas A&M University Mays Business School. In April of 2020 Bryan became a full partner of Global Financial Partners.
https://www.financialpartner.net/
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Global Financial Partners and Cambridge are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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