Brent Armstrong, CFP®

Enthusiast
DISC Type : i

Wealth Management Advisor, Partner at Weatherly Asset Management

San Diego Metropolitan Area, United States

Overview

Brent has no verified overview

Personality Overview

Non-Confrontational

Optimistic

Amiable & Agreeable

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Brent has no verified topics they care about

Media Appearances

Brent has no verified media appearances

Work History

2-2016
Wealth Management Advisor, Partner at Weatherly Asset Management
11-2007 - 2-2016
Wealth Management Advisor at Weatherly Asset Management
6-2000 - 3-2010
Lifeguard III / Jr. Lifeguard Instructor at Newport Beach Fire Department

Education

2003 - 2007
B.S. from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 25 Location : San Diego Metropolitan Area, United States Job Level : N/A Designation : Wealth Management Advisor, Partner at Weatherly Asset Management
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Insights For Selling To Brent

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brent is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Brent

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Brent move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Brent take some risk or not?

  • They can take some low-probability risks if needed.

You And Brent

Personality Compatibility


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