Brandon Sovik, CFP®

Evaluator
DISC Type : DCS

Financial Advisor at Morgan Stanley

Irvine, California, United States

Overview

Brandon has no verified overview

Personality Overview

Fast But Analytical

Hard To Convince

Quality Focused

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 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

6-2023
Financial Advisor at Morgan Stanley
9-2021 - 6-2023
Registered Associate at Morgan Stanley
7-2019 - 9-2021
Financial Advisor at UBS
5-2018 - 4-2019
Product Stocking Associate at Associated Students of CSU, Chico
4-2017 - 3-2018
Sales And Production Manager at TOKA Branding Co.

Education

2015 - 2019
Bachelor of Science - BS from California State University, Chico

More Information

Social Presence :

Prographics :

Exp : 7 Location : Irvine, California, United States Job Level : N/A Designation : Financial Advisor at Morgan Stanley
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Insights For Selling To Brandon

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
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

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
  • 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 is

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

  • 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 move?

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

Personality Compatibility


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