Brad Anderson CRCP®

Critic
DISC Type : C

Chief Operating Officer at Diversify Advisor Network

West Jordan, Utah, United States

Overview

Brad Anderson is the Chief Operating Officer at Diversify Advisor Network, leveraging an extensive background in compliance from his tenure as Chief Compliance Officer. He holds an MBA from Westminster University and a Certified Regulatory Compliance Professional (CRCP) designation, highlighting his expertise in financial services operations and regulatory frameworks.


He is a published author on specialized industry topics, including the hidden risks of data aggregation and strategic considerations for wrap-fee programs in a zero-commission environment.

Personality Overview

Negotiator

Objective Thinker

Precise

Unless the value is proven by data, they are unlikely to value fancy features.  It is very likely that they will negotiate pricing or other important terms. They like to do things independently and don’t look for support from others.

Topics They Care About

Regulatory Compliance
Holds a CRCP certification and has a background as a Chief Compliance Officer, indicating this is a core area of his professional expertise.
Data Aggregation Risks
Authored an article specifically on the "Hidden Risks of Data Aggregation, " demonstrating thought leadership and concern for data security in financial firms.
Talent Acquisition
Frequently posts about hiring and company growth, signaling that building and expanding his team is a key focus area for him.

Media Appearances

Brad has no verified media appearances

Work History

12-2023
Chief Operating Officer at Diversify Advisor Network
11-2020 - 12-2023
Chief Compliance Officer at Diversify Advisor Network
4-2017 - 11-2020
Senior Compliance Officer at Diversify Advisor Network
10-2016 - 2-2017
Advanced Concepts Analyst, Intern at Emperitas
6-2015 - 4-2017
Regional Account Delegate at Fidelity Investments

Education

2015 - 6-2017
Master of Business Administration (M.B.A.) from Westminster University
2011 - 2013
Bachelor of Science (BS) from University of Phoenix

More Information

Social Presence :

Prographics :

Exp : 15 Location : West Jordan, Utah, United States Job Level : Leadership Designation : Chief Operating Officer at Diversify Advisor Network
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Brad

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Brad take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Brad

Personality Compatibility


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