Bradley Shamow, CFP®,CLU®,RICP®

Editor
DISC Type : CS

Lead member at Shamow Wealth Management

Troy, Michigan, United States

Overview

Brad Shamow is the Lead Member of Shamow Wealth Management at Northwestern Mutual, where he specializes in creating financial security for business owners and families. He holds multiple certifications, including CFP® and CLU®, and was recognized by Forbes as a Top Best-in-State Financial Security Professional.

Brad lives in the Detroit metro area with his wife and four children. An avid golfer, he also enjoys barbecuing and watching sports. His work is deeply informed by his personal life, focusing on helping couples and families navigate their financial futures together.

He has been with Northwestern Mutual for his entire career, starting as an intern in 2009.

Personality Overview

Objective Thinker

Self-Disciplined

Late Adopter

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Family Financial Planning
As a husband and father of four, he focuses on helping couples and families navigate money matters and plan for their children's futures.
Wealth Management
Leads his own wealth management practice and has been recognized on Forbes' lists for his work as a financial security professional.
Golf
He is an avid golfer and mentions it is one of his primary activities outside of work.

Media Appearances

Bradley has no verified media appearances

Work History

7-2024
Lead member at Shamow Wealth Management
10-2009
Financial Advisor at Northwestern Mutual

Education

2008 - 2010
Human Resource Management from Oakland University
2006 - 2008
Education details unavailable from Michigan State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Troy, Michigan, United States Job Level : Mid-senior Designation : Lead member at Shamow Wealth Management
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Insights For Selling To Bradley

During A Call Or A Meeting

DO's

  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • 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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bradley 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 Bradley

  • 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 Bradley move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Bradley take some risk or not?

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

You And Bradley

Personality Compatibility


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