Brandon Slater

Doer
DISC Type : sd

First Vice President, Financial Advisor at Morgan Stanley

Detroit Metropolitan Area, United States

Overview

Brandon M. Slater is a First Vice President and Senior Portfolio Manager at Morgan Stanley, specializing in multi-generational wealth planning, asset allocation, and risk management for high-net-worth clients. A graduate of Michigan State University, his expertise has been repeatedly recognized on a national level.

A native of Novi, Brandons passion for finance was instilled by his father, a seasoned Financial Advisor with over 30 years of experience. This background provides him with a unique, first-hand understanding of the importance of building and preserving a financial legacy for families and individuals.

He has been named to the Forbes "Best-in-State Wealth Advisors" and "Best-in-State Next-Gen Wealth Advisors" lists multiple times.

Personality Overview

Fast-paced

Strategic Planner

Risk-Accepting

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Wealth Planning
He focuses on multi-generational wealth planning, asset allocation, and risk management for high-net-worth individuals and business owners.
Next-Gen Advisors
Recognized by Forbes as a top "Best-In-State Next-Gen Wealth Advisor, " highlighting his leadership among the next generation of financial professionals.
Financial Legacies
His career was directly influenced by his father, a veteran Financial Advisor, giving him a deep appreciation for family financial history.

Media Appearances

Brandon has no verified media appearances

Work History

5-2007
First Vice President, Financial Advisor at Morgan Stanley

Education

2003 - 2007
Bachelor's from Michigan State University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Detroit Metropolitan Area, United States Job Level : Senior Designation : First Vice President, Financial Advisor at Morgan Stanley
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Insights For Selling To Brandon

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brandon is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Brandon

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Brandon move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Brandon take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Brandon

Personality Compatibility


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