Brian A. Remson, CFP® CPWA®

Critic
DISC Type : C

Advanced Planning Advisor | Credent Private Wealth at Credent Wealth Management

Waco, Texas, United States

Overview

Brian A. Remson is a Partner on the Private Wealth Team at Credent Wealth Management. He is a Certified Private Wealth Advisor® and CERTIFIED FINANCIAL PLANNER™, specializing in serving clients with complex needs, from multi-generational wealth transfers to strategic philanthropy. He holds a business degree from Baylor University.

Outside of his professional work, Brian is an engaged thinker on the philosophy of finance, believing money is a key to funding contentment and a meaningful life. He values intentional and realistic planning to help clients achieve financial freedom for the experiences that matter most to them.

He is dedicated to elevating professional standards and has proactively sought best practices for vetting and promoting financial planning competency.

Personality Overview

Critic

Objective Thinker

Information Seeker

They like to take decisions independently and do not seek others' support often.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Complex Wealth Strategy
Earned the CPWA® designation to better serve clients with complex needs, including multi-generational wealth transfers.
Strategic Philanthropy
He listed this as a valuable insight gained from his advanced certification program, indicating a focus on charitable planning for clients.
Financial Life Planning
Posts about money being the key to funding contentment and facilitating greater happiness, focusing on planning for meaningful experiences.

Media Appearances

Brian has no verified media appearances

Work History

7-2024
Advanced Planning Advisor | Credent Private Wealth at Credent Wealth Management
1-2022
Advanced Planning Advisor | Advanced Planning Team at Credent Wealth Management
2-2019 - 1-2022
Wealth Partner at Credent Wealth Management
6-2018 - 2-2019
Financial Advisor and CFP® at 9012 Perspective Financial Group
7-2013 - 6-2018
Financial Advisor and CFP® at Ferguson-Davis Wealth Management Group

Education

2007 - 2011
Bachelor of Business Administration (B.B.A.) from Baylor University - Hankamer School of Business
2012 - 2012
CERTIFIED FINANCIAL PLANNER™ Graduate Certificate from Rice University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Waco, Texas, United States Job Level : N/A Designation : Advanced Planning Advisor | Credent Private Wealth at Credent Wealth Management
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Insights For Selling To Brian A.

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • 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
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian A. is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Brian A.

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Brian A. move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Brian A. take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Brian A.

Personality Compatibility


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