Brad Smith, CFP, RICP

Examiner
DISC Type : cs

Wealth Management Advisor at Park Avenue Capital

New York City Metropolitan Area, United States

Overview

Brad Smith is a Wealth Management Advisor and Principal at Park Avenue Capital, Northwestern Mutuals private client group. Specializing in high-net-worth individuals, he is a Forbes-recognized professional and a multi-time qualifier for the elite Northwestern Mutual Forum. He is a graduate of Boston Universitys Questrom School of Business.

Born and raised in New York City, Brad now lives in Rye with his family. He is an avid fan of the New York Rangers and enjoys attending rock concerts, skiing, and golf. He is also actively involved in his community, volunteering at his local church and supporting charities fighting pediatric cancer.

He has achieved membership in the prestigious Million Dollar Round Table, The Premier Association of Financial Professionals.

Personality Overview

Unexpressive

Late Adopter

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Investor Psychology
His public posts often analyze how investor behavior, excitement, and human nature influence market manias and risk, drawing parallels from financial history.
Market History
Frequently references historical events, such as the 1929 market crash, to provide context on today's financial systems, leverage, and risk.
Philanthropy
He is involved with several charities, including Alex's Lemonade Stand Foundation, which supports the fight against pediatric cancer.

Media Appearances

Northwestern Mutual's Park Avenue Capital snags wealth management vet Brad Smith. Featured in Crain Currency

See Now

Work History

4-2024
Wealth Management Advisor at Park Avenue Capital
7-2007
Wealth Management Advisor at Northwestern Mutual Wealth Mgt Group
Financial Advisor at Northwestern Mutual Financial Network

Education

1981 - 1985
BS/ BA from Questrom School of Business, Boston University

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Wealth Management Advisor at Park Avenue Capital
URL has been copied!

Insights For Selling To Brad

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • 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

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • 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 are some of the slowest movers and take their time reaching decisions.
  • Can Brad take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Brad

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.