Brian Boswell, CFP®

Examiner
DISC Type : cs

Wealth Manager at Savvy Wealth

Austin, Texas Metropolitan Area, United States

Overview

Brian is a CERTIFIED FINANCIAL PLANNER™ with Savvy Wealth and The Retirement Studio, specializing in guiding business owners, tech professionals, and healthcare practitioners. With over 20 years of experience, he focuses on holistic wealth management, including equity compensation, tax optimization, and retirement planning. He holds a B. S. from Southwestern University.

Outside of work, Brian is an avid outdoorsman who enjoys skiing with his wife, a physician. He is a self-proclaimed die-hard fan of Texas BBQ and is currently training for his first marathon. His personal interests reflect a strong sense of discipline and a love for adventure.

One of the most meaningful experiences of his life was climbing Mount Kilimanjaro in Tanzania, a journey that taught him about discipline and perseverance.

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

Holistic Wealth Management
Emphasizes a holistic approach to financial planning that integrates tax strategy, estate planning, and risk management to provide comprehensive client support.
Supporting Business Owners
Focuses on serving business owners, particularly with retirement plans, succession strategies, and managing the complexities of their personal and professional finances.
Outdoor Endurance
He has climbed Mount Kilimanjaro, enjoys skiing, and is actively training for his first marathon, showing a passion for physically demanding challenges and the outdoors.

Media Appearances

Savvy Wealth | Why Brian Boswell, CFP Joined Savvy. Featured in Vimeo

See Now

Work History

7-2024
Wealth Manager at Savvy Wealth
7-2024
Wealth Manager at The Retirement Studio
9-2014 - 7-2024
Sr. Private Wealth Advisor at Oakwell Private Wealth Management
5-2013 - 9-2014
Financial Advisor at Amplify
4-2011 - 3-2014
Sr. Investment Consultant at Charles Schwab

Education

2002 - 2006
B.S. from Southwestern University
2008 - 2009
CFP® from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 19 Location : Austin, Texas Metropolitan Area, United States Job Level : Middle Designation : Wealth Manager at Savvy Wealth
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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

  • Often, they don't say no, or keep going about it in circles.

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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