Brent Helms, CFP®, ChFC®, AAMS™

Critic
DISC Type : C

Financial Advisor at Edward Jones

Lynchburg, Virginia, United States

Overview

Brent has no verified overview

Personality Overview

ROI Driven

Objective Thinker

Critic

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Brent has no verified topics they care about

Media Appearances

Brent has no verified media appearances

Work History

12-2012
Financial Advisor at Edward Jones
10-1999 - 5-2004
Financial Advisor at Edward Jones

Education

B.A. Political Science from Lynchburg College
Education details unavailable from The College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 17 Location : Lynchburg, Virginia, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
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Insights For Selling To Brent

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Don’t forget to mention how you compare to competition on both features and pricing
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brent is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Brent

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Brent move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Brent take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Brent

Personality Compatibility


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