Brandon R. Coleman CFP®, WMCP®

Evaluator
DISC Type : Csd

Wealth Management Advisor at Northwestern Mutual

Des Moines, Iowa, United States

Overview

Brandon has no verified overview

Personality Overview

Thorough Evaluator

Hard To Convince

Quality Focused

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

Topics They Care About

Brandon has no verified topics they care about

Media Appearances

Brandon has no verified media appearances

Work History

7-2016
Wealth Management Advisor at Northwestern Mutual
6-2015 - 7-2016
Secondary Educator at Des Moines Public Schools
8-2014 - 6-2015
Secondary Educator at St. Charles Community Unit School District 303
8-2014 - 6-2015
Assistant Varsity Football Coach at St. Charles East High School

Education

2009 - 2013
Bachelor’s Degree from Drake University
Education details unavailable from Cary Grove High School

More Information

Social Presence :

Prographics :

Exp : 11 Location : Des Moines, Iowa, United States Job Level : N/A Designation : Wealth Management Advisor at Northwestern Mutual
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Insights For Selling To Brandon R.

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brandon R. is

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

  • 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 Brandon R. move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Brandon R. 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 Brandon R.

Personality Compatibility


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