Brad Ledbetter

Doer
DISC Type : sd

Partner & Wealth Management Advisor at Triumph Financial Group

Dallas-Fort Worth Metroplex, United States

Overview

Brad Ledbetter is a Partner and Wealth Management Advisor at Triumph Financial Group, specializing in guiding professionals, business owners, and retirees. A former math teacher with an MBA from Dallas Baptist University, he holds multiple financial certifications. He is consistently recognized as a top national advisor within Northwestern Mutual.

Brad resides in Dallas with his wife, Rachel, and their three children. He is actively involved in his church and supports several local non-profits. He and his wife enjoy sports like tennis and golf, and share a goal of running a half-marathon in all 50 states.

Before his career in finance, Brad was a high school Algebra teacher, driven by a passion for helping others understand complex topics.

Personality Overview

Risk-Accepting

Strategic Planner

Fast-paced

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Wealth Management
His career is dedicated to providing comprehensive financial planning and investment strategies for high-net-worth clients, focusing on their long-term goals and peace of mind.
Supporting Business Owners
His practice has a specific focus on helping successful business owners navigate their unique financial challenges and opportunities.
Family & Community
His biography emphasizes his life as a husband and father to three children, his active membership in his church, and his support for local non-profit organizations.

Media Appearances

Brad has no verified media appearances

Work History

6-2022
Partner & Wealth Management Advisor at Triumph Financial Group
6-2011
Wealth Management Advisor at Northwestern Mutual
Mathematics Teacher at Irving ISD
6-2008 - 8-2010
Undergraduate Admissions, Assistant Director of Transfer Recruitment at Dallas Baptist University

Education

Brad has no verified education history

More Information

Social Presence :

Prographics :

Exp : 16 Location : Dallas-Fort Worth Metroplex, United States Job Level : N/A Designation : Partner & Wealth Management Advisor at Triumph Financial Group
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Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Let them know of potential risks but suggest mitigation methods alongside
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't go over them unless you are left with no other option
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brad is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Brad

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Brad move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Brad take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Brad

Personality Compatibility


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