Brad Brees

Examiner
DISC Type : cs

Financial Advisor at Edward Jones

Fishers, Indiana, United States

Overview

Brad has no verified overview

Personality Overview

Late Adopter

Process Oriented

Unexpressive

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Brad has no verified topics they care about

Media Appearances

Brad has no verified media appearances

Work History

4-2014
Financial Advisor at Edward Jones
1-2001 - 4-2014
Agent at Indiana Farm Bureau Insurance
8-1998 - 1-2001
Safety Professional at PSARA Technologies, Inc.

Education

1992 - 1998
Bachelor's degree from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 27 Location : Fishers, Indiana, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

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 rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Brad

  • 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 Brad move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Brad take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Brad

Personality Compatibility


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