Brandon Scott Smith, MBA, CLU®, ChFC®, TPCP®, LUTCF®

Questioner
DISC Type : c

Registered Representative at The Leaders Group, Inc.

Richmond, Virginia, United States

Overview

Brandon has no verified overview

Personality Overview

Price-Sensitive

Systematic

Cautious & Analytical

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Brandon has no verified topics they care about

Media Appearances

Brandon has no verified media appearances

Work History

10-2018
Registered Representative at The Leaders Group, Inc.
2-2018
Executive Vice President, Partner, and Financial Consultant at Milestone Financial Solutions
12-2015 - 10-2018
Financial Consultant at AXA Advisors, LLC
7-2015 - 5-2016
Graduate Assistant of Operations at University of Mary Washington
8-2012 - 5-2014
Resident Assistant at University of Mary Washington

Education

1-2025 - 12-2025
Tax Planning Certified Professional™ from The American College of Financial Services
1-2024 - 7-2024
Certified Plan Fiduciary Advisor from National Association of Plan Advisors

More Information

Social Presence :

Prographics :

Exp : 12 Location : Richmond, Virginia, United States Job Level : Junior Designation : Registered Representative at The Leaders Group, Inc.
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Insights For Selling To Brandon Scott

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brandon Scott is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Brandon Scott

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Brandon Scott move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Brandon Scott take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Brandon Scott

Personality Compatibility


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