Brad Helms

Inquirer
DISC Type : dc

Financial Advisor at GenCrest Capital Partners

Winston-Salem, North Carolina, United States

Overview

Brad Helms is a Financial Advisor at GenCrest Capital Partners, bringing a unique perspective shaped by successful careers in real estate development, technology, and textiles. This diverse background informs his approach to risk management and wealth accumulation. He holds both a BA and an MBA from Wake Forest University.

With two degrees from Wake Forest, Brad has strong ties to the Winston-Salem community. His professional interests suggest a focus on local economic growth. He is likely a supporter of Wake Forest Demon Deacons athletics, reflecting his deep connection to his alma mater and the local area.

Alongside his financial career, Brad has significant experience as the Managing Member of a residential real estate development firm.

Personality Overview

Upfront

ROI Conscious

Judgemental

They care equally about the product and its potential impact.  They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Wealth Accumulation
His professional biography highlights his unique perspective on building wealth, drawn from his varied experience in finance, technology, and real estate development.
Risk Management
His profile states his diverse background in multiple industries gives him a unique and practical perspective on risk management strategies for his clients.
Real Estate Development
Previously served as Managing Member for Southern Fields Development, a company focused on residential real estate, including several named developments.

Media Appearances

Brad has no verified media appearances

Work History

5-2024
Financial Advisor at GenCrest Capital Partners
10-2015 - 11-2024
Principal- Investment Advisor Representative/ Registered Represetative at Ardmore Advisory & Planning
4-2008 - 9-2015
Principal- Investment Advisor Representative/Registered Representative at Integrated Advisory Services
4-2003 - 3-2008
Managing Member at Southern Fields Development, LLC
2-2002 - 3-2003
Major Account Executive at KMC Telecom

Education

1991 - 1993
MBA from Wake Forest University School of Business
1984 - 1987
BA from Wake Forest University

More Information

Social Presence :

Prographics :

Exp : 36 Location : Winston-Salem, North Carolina, United States Job Level : N/A Designation : Financial Advisor at GenCrest Capital Partners
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Tell them that you are there to help them create visible impact within their organization
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Brad

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • Their decision making speed is somewhere in the middle.
  • Can Brad take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Brad

Personality Compatibility


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