Bob Brown

Examiner
DISC Type : cs

Financial Planner at Lehigh Valley Investment Group

Bethlehem, Pennsylvania, United States

Overview

Bob Brown is the founder of Lehigh Valley Investment Group, a firm he established after starting his financial planning career in 1991. A graduate of Bucknell University, he specializes in retirement planning, investment advice, and tax management strategies, with a focus on managing IRAs for clients transitioning into the next phase of their life.

Outside of his firm, Bob is deeply invested in his community, having served as Chairman of Moravian Academys Board of Trustees. He actively mentors students, offering them a thorough education in investments, stock trading, and retirement planning, demonstrating a clear passion for financial education and youth mentorship.

He has also held leadership positions in the broader professional community as the former President of a consortium of Lehigh Valley professional organizations.

Personality Overview

Overcautious

Process Oriented

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Retirement Planning
His career focus since 1991 has been on preparing people for retirement and managing their wealth through that transition.
Financial Mentorship
He serves as a mentor to students, personally educating them on investments, stock trading, and financial planning, and has served as Chairman of Moravian Academy's board.
Lehigh Valley Community
He has shown a clear interest in the future of the Lehigh Valley and has held leadership roles in local professional organizations.

Media Appearances

Lehigh Valley Investment Group – Times have changed and so have investors – Bob Brown, founder of Lehigh Valley Investment Group. Featured in Facebook (LVIGinPA)

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Interest rates are increasing for various forms of investments – Lehigh Valley Investment Group. Featured in Facebook (LVIGinPA)

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Work History

10-1991
Financial Planner at Lehigh Valley Investment Group
10-1991
Founder at Lehigh Valley Investment Group

Education

1982 - 1986
BA from Bucknell University

More Information

Social Presence :

Prographics :

Exp : 34 Location : Bethlehem, Pennsylvania, United States Job Level : Leadership Designation : Financial Planner at Lehigh Valley Investment Group
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Insights For Selling To Bob

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bob is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Bob

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Bob move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Bob take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Bob

Personality Compatibility


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