Bart Broussard, CFP®

Pioneer
DISC Type : sid

Financial Services Representative at MassMutual Financial Group

Thibodaux, Louisiana, United States

Overview

Bart Broussard is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Services Representative with MassMutual. A graduate of Louisiana State University, he specializes in comprehensive financial goals, estate strategies, and insurance needs for his clients. He is a prestigious "Top of the Table" member of the Million Dollar Round Table.

As a native of Baton Rouge, Bart is actively involved in his community through organizations like the St. Aloysius Mens Club and the City Club of Baton Rouge. He and his wife, Jennifer, have two children, Jackson and Georgia, and enjoy being part of the local community.

He is a "Top of the Table" member of the Million Dollar Round Table, an exclusive honor for the worlds leading financial professionals.

Personality Overview

Decisive But Friendly

Dynamic But Sincere

Friendly But Fast

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

Comprehensive Financial Planning
As a CFP® professional, he helps clients prepare for major life events like retirement and college through detailed financial strategies.
Estate & Insurance Strategies
His practice focuses on helping clients with estate strategies and needs for life, disability income, or long-term care insurance protection.
Community Engagement
He is an active member of local organizations in Baton Rouge, including the St. Aloysius Men's Club and the City Club of Baton Rouge.

Media Appearances

Bart has no verified media appearances

Work History

7-2016
Financial Services Representative at MassMutual Financial Group
1-1999 - 6-2016
Financial Services Representative at MetLife

Education

1994 - 1998
Bachelor's Degree from Louisiana State University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Thibodaux, Louisiana, United States Job Level : Junior Designation : Financial Services Representative at MassMutual Financial Group
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Insights For Selling To Bart

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bart is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Bart

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Bart move?

  • They are generally fast movers and can take quick decisions
  • Can Bart take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Bart

Personality Compatibility


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