Brett Gottlieb - Financial Advisor

Critic
DISC Type : C

Financial Advisor at AE Wealth Management

Carlsbad, California, United States

Overview

Brett has no verified overview

Personality Overview

Objective Thinker

Critic

Precise

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

Topics They Care About

Brett has no verified topics they care about

Media Appearances

Brett has no verified media appearances

Work History

3-2019
Financial Advisor at AE Wealth Management
1-2011
Financial Advisor & Founder at Comprehensive Advisor
9-2004 - 12-2016
Chief Operations Officer & Founder at Official Quote Insurance Services, LLC
8-2008 - 12-2015
President & Founder at LiTaL, LLC
10-2010 - 4-2013
Vice President & Founder at Chelsea Taylor

Education

1995 - 1999
Bachelor of Science from California State University, Chico
1995 - 1999
Bachelor of Arts from California State University, Chico

More Information

Social Presence :

Prographics :

Exp : 21 Location : Carlsbad, California, United States Job Level : Leadership Designation : Financial Advisor at AE Wealth Management
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Insights For Selling To Brett

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brett is

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

  • 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 Brett move?

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

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

You And Brett

Personality Compatibility


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