Brent Ewert

Questioner
DISC Type : c

President at COMMUNITY FINANCIAL SERVICES GROUP

Raymore, Missouri, United States

Overview

Brent Ewert is the President of Community Financial Services Group, bringing over two decades of experience as a trusted financial advisor. An alumnus of the University of Missouri-Kansas City, he holds an Accredited Asset Management Specialist (AAMS) designation and several FINRA registrations, underscoring his deep expertise.

Deeply committed to his community, Brent has served three terms as president of the Raymore Chamber of Commerce and on the advisory council for Belton Regional Medical Center. He enjoys music, sports, travel, and spending time with his wife, three children, and four grandchildren.

He has a long and extensive history of civic engagement, including serving on his local school board and the citys Planning and Zoning Commission.

Personality Overview

Price-Sensitive

Value Seeker

Cautious & Analytical

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Comprehensive Financial Planning
His firm provides a wide range of services including estate planning, retirement solutions, and portfolio analysis, indicating a holistic approach to wealth management.
Community Leadership
Demonstrated through his past presidency of the Raymore Chamber of Commerce and service on numerous local government committees and advisory boards.
Senior Citizen Finances
He actively shares content and tips specifically aimed at helping senior citizens navigate their financial needs, highlighting a focus on this demographic.

Media Appearances

Brent has no verified media appearances

Work History

1-2005
President at COMMUNITY FINANCIAL SERVICES GROUP
1-2005
Financial Advisor, Owner at COMMUNITY FINANCIAL SERVICES GROUP
Vice Chairman of the Patient and Family Advisory Council at Belton Regional Medical Center
President at Raymore Chamber of Commerce
President at Raymore Chamber of Commerce

Education

1982 - 2005
Bachelor of Arts (B.A.) from University of Missouri-Kansas City
1981 - 1982
Communication and Media Studies from Avila University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Raymore, Missouri, United States Job Level : N/A Designation : President at COMMUNITY FINANCIAL SERVICES GROUP
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Insights For Selling To Brent

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • 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 Brent is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Brent

  • 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 Brent move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Brent take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Brent

Personality Compatibility


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