Brady Wright, CFP®

Evaluator
DISC Type : csd

Financial Planner at Golden Road Advisors

Tampa, Florida, United States

Overview

Brady has no verified overview

Personality Overview

Fast But Analytical

Hard To Convince

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Brady has no verified topics they care about

Media Appearances

Brady has no verified media appearances

Work History

8-2025
Financial Planner at Golden Road Advisors
1-2024 - 8-2025
Financial Planning Associate at Golden Road Advisors
6-2023 - 1-2024
Financial Planning Intern at Golden Road Advisors
4-2020 - 8-2020
Commercial Loan Intern at Blueleaf Lending
4-2019 - 8-2019
Residential Loan Opener at Midwest Community Bank

Education

2019 - 12-2023
Bachelor of Science - BS from University of Florida

More Information

Social Presence :

Prographics :

Exp : 3 Location : Tampa, Florida, United States Job Level : N/A Designation : Financial Planner at Golden Road Advisors
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Insights For Selling To Brady

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brady is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Brady

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Brady move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Brady take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Brady

Personality Compatibility


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