Brett Kahanowitch

Doer
DISC Type : ds

Brokerage Director at Elevated Strategies

Westlake Village, California, United States

Overview

Brett Kahanowitch is the Brokerage Director at Elevated Strategies, where he designs sophisticated insurance and wealth protection plans for high-income clients. He focuses on creating multigenerational impact through tailor-made strategies. He holds a Bachelor of Science from Lincoln Memorial University, where he also served as a volunteer assistant baseball coach.

Outside of finance, Brett is deeply involved in his family life and youth sports. He recently shared his experience watching his 8-year-old sons baseball tournament, reflecting on the perspective it brings. His background includes significant roles in sports performance, highlighting a lifelong passion for athletics and physical development.

Unique fact: Brett is also the owner of Forged Performance Institute, blending his expertise in finance with a passion for sports science.

Personality Overview

Fast-paced

Strategic Planner

Deliberate Doer

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Wealth Protection
His work is centered on helping clients protect their assets and create generational legacies through strategic life insurance, annuity, and long-term care planning.
Financial Clarity
He believes the biggest challenge for clients isn't a lack of tools, but a lack of clarity, and aims to help them understand how financial products fit their goals.
Sports Performance
He owns Forged Performance Institute and previously worked as a Director of Sports Performance, showing a deep personal and professional interest in athletic development.

Media Appearances

Brett has no verified media appearances

Work History

10-2025
Brokerage Director at Elevated Strategies
1-2021
Owner at Forged Performance Institute
7-2025 - 10-2025
Financial Professional at New York Life Insurance Company
8-2019 - 9-2020
General Manager at Sports Academy
5-2016 - 7-2019
Director of Sports Peformance at Sports Academy

Education

8-2013 - 12-2014
Bachelor of Science - BS from Lincoln Memorial University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Westlake Village, California, United States Job Level : Mid-senior Designation : Brokerage Director at Elevated Strategies
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Insights For Selling To Brett

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brett is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Brett

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Brett move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Brett take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Brett

Personality Compatibility


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