Brad Bertner, RICP

Wildcard
DISC Type : sci

Wealth Management Advisor at Northwestern Mutual

Los Angeles, California, United States

Overview

Brad Bertner is a Wealth Management Advisor at Northwestern Mutual, holding the Retirement Income Certified Professional (RICP) designation. He was recently named a 2025 Best-In-State Top Financial Security Professional by Forbes. He earned his B. S. from Syracuse University and has transitioned from a successful career in entertainment to finance.

Brad has a unique background as a former television executive at major studios like Twentieth Century Fox and 3 Arts Entertainment, where he developed and sold multiple projects. This experience in the entertainment industry provides him with a distinct perspective. He is also a supporter of community organizations like Didi Hirsch.

His career path is highly unique, having moved from developing comedy pilots in Hollywood to creating retirement income strategies for his clients.

Personality Overview

Requires Proof

Curious But Skeptical

Friendly But Slow

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Retirement Planning
As a Retirement Income Certified Professional (RICP), his expertise is in creating long-term financial strategies to ensure clients meet their retirement goals.
Client Relationships
His posts emphasize personal interaction and reliability, stressing the importance of doing what you say you will do for clients.
Emotional Investing
He actively advises clients against letting emotions override sound decision-making, especially during times of market uncertainty.

Media Appearances

Brad has no verified media appearances

Work History

6-2015
Wealth Management Advisor at Northwestern Mutual
1-2010
Financial Advisor at Northwestern Mutual
9-2007 - 3-2009
Vice President at Hotplate Prods
Executive Director of TV Development at 3 Arts Entertainment
Manager, Comedy Development at Twentieth Century Fox Television

Education

1993 - 1997
B.S. from Syracuse University
RICP from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 17 Location : Los Angeles, California, United States Job Level : Senior Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Invite them for a social do but don’t rely solely on the relationship
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Brad

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Brad take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Brad

Personality Compatibility


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