Brandon Fiely, CFA

Examiner
DISC Type : cs

LPL Financial Consultant at STARCARE Associates

Orange County, California, United States

Overview

Brandon has no verified overview

Personality Overview

Late Adopter

Process Oriented

Overcautious

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Brandon has no verified topics they care about

Media Appearances

Brandon has no verified media appearances

Work History

2-2009
LPL Financial Consultant at STARCARE Associates
1-2005 - 2-2009
LPL Registered Administrative Associate at Financial Investors Group

Education

2000 - 2004
Bachelor of Business Administration (B.B.A.) from California State University, Fullerton

More Information

Social Presence :

Prographics :

Exp : 21 Location : Orange County, California, United States Job Level : Senior Designation : LPL Financial Consultant at STARCARE Associates
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Insights For Selling To Brandon

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brandon is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Brandon

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Brandon move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Brandon take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Brandon

Personality Compatibility


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