Brad Arends

Inquirer
DISC Type : cd

CEO at Intellicents

Palm Beach Gardens, Florida, United States

Overview

Brad Arends is the Co-Founder and CEO of intellicents, with nearly four decades of experience in ERISA and investment services. A nationally recognized speaker on retirement and financial wellness, he holds a JD from Washington University in St. Louis and focuses on expanding his firms national footprint.

Outside of his professional life, Brad is an avid reader and enjoys spending his time on the golf course.

Despite a long career starting in 1984, he created his first written business plan in 2015 when he founded intellicents.

Personality Overview

Demanding

Judgemental

Hard To Convince

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Financial Wellness
A frequent industry speaker on creating financial wellness and planning programs, which he views as an essential new employee benefit.
Retirement Plan Design
Has nearly 40 years of experience with ERISA and defined contribution plans and is a current member of the Retirement Advisor Council.
AI in Finance
Views Artificial Intelligence as the biggest current disruption and a significant threat to the traditional financial advisor model.

Media Appearances

Intellicents – Brad Arends on PROFITABLY Reaching the 99% of American Workers. Featured in Facebook

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Work History

1-2000
CEO at Intellicents
1-1990
Investment Advisor Representative at intellicents investment solutions inc. at Intellicents
8-1984 - 11-2016
Owner & CEO at Alliance Benefit Group Financial Services, Corp.

Education

1981 - 1984
JD from Washington University in St. Louis School of Law
1977 - 1984
BA from Augustana University (SD)

More Information

Social Presence :

Prographics :

Exp : 41 Location : Palm Beach Gardens, Florida, United States Job Level : Leadership Designation : CEO at Intellicents
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Be crisp while making the pitch
  • Refer to testimonials from others in similar positions

DONT's

  • Refrain from asking too many questions
  • Avoid repeating yourself or making generalizations
  • 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 Brad is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Brad

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Brad take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Brad

Personality Compatibility


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