Brandy M. Reichert, CFP®

Examiner
DISC Type : sc

Founder & Wealth Advisor at Upland Private Wealth

Scottsbluff, Nebraska, United States

Overview

Brandy has no verified overview

Personality Overview

Overcautious

Unexpressive

Late Adopter

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Brandy has no verified topics they care about

Media Appearances

Brandy has no verified media appearances

Work History

10-2022
Founder & Wealth Advisor at Upland Private Wealth
6-2010 - 10-2022
Financial Advisor at Edward Jones

Education

2004 - 2007
Bachelor's degree in Business from Montana State University-Bozeman

More Information

Social Presence :

Prographics :

Exp : 15 Location : Scottsbluff, Nebraska, United States Job Level : Leadership Designation : Founder & Wealth Advisor at Upland Private Wealth
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Insights For Selling To Brandy M.

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brandy M. is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Brandy M.

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Brandy M. move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Brandy M. take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Brandy M.

Personality Compatibility


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