Brian Bonifant

Examiner
DISC Type : cs

Senior Vice President Sales at Lion Street

Dallas-Fort Worth Metroplex, United States

Overview

As Senior Vice President at Lion Street, Brian Bonifant helps top life insurance producers become firm owners. He specializes in wealth and business insurance solutions for high-net-worth individuals, holds CLU and ChFC designations, and earned a Bachelor’s degree from Oral Roberts University.

His role is uniquely focused on transitioning elite financial advisors from producers into equity-holding business owners.

Personality Overview

Unexpressive

Process Oriented

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  Being observant comes to them naturally. They are always well-planned and adopt a systematic approach.

Topics They Care About

Advisor Collaboration
His social media posts frequently emphasize that collaboration is the key for how the best financial advisors improve and succeed.
Financial Firm Growth
He actively celebrates the growth of Lion Street's owner-firms and positions the company as being at the forefront of firm development.
Wealth Management
His work centers on providing sophisticated life insurance and wealth solutions for high-net-worth individuals, business owners, and corporate clients.

Media Appearances

Brian has no verified media appearances

Work History

8-2011
Senior Vice President Sales at Lion Street
1-2005 - 8-2011
Vice President Business Development at NFP
Sales at IPS Advisors
Sales at John Hancock Financial Services

Education

1985 - 1989
Bachelor’s Degree from Oral Roberts University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : Senior Vice President Sales at Lion Street
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Brian

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Brian take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Brian

Personality Compatibility


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