Brian Bulger

Inquirer
DISC Type : cd

Relationship Manager at Lenox Advisors

New York City Metropolitan Area, United States

Overview

Brian Bulger is a Vice President at Lenox Advisors, where he specializes in integrated estate planning and insurance solutions for high-net-worth individuals and corporate clients. He is a multi-year recipient of the Forbes Top Financial Security Professional award and holds Series 7 and SIE certifications.

Outside of his financial career, Brian was a competitive NCAA collegiate wrestler at SUNY Cortland. He competed for a program that was nationally ranked, demonstrating a high level of discipline and dedication from a young age.

Unique fact: Brian was a member of a nationally-ranked NCAA wrestling team while earning his degree in Business Economics.

Personality Overview

Upfront

Demanding

Judgemental

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Financial Security
He has been repeatedly recognized by Forbes as a Top Financial Security Professional, highlighting his deep expertise in wealth preservation strategies.
High-Net-Worth Clients
His practice focuses on providing integrated wealth management and insurance solutions for Wall Street executives, hedge fund managers, and business owners.
Collegiate Wrestling
He was a competitive NCAA wrestler at SUNY Cortland, competing for a nationally-ranked team, which indicates a background in discipline and high performance.

Media Appearances

Brian has no verified media appearances

Work History

11-2017
Relationship Manager at Lenox Advisors
11-2017
Vice President at Lenox Advisors
5-2016 - 8-2016
Associate at Marsh & McLennan Agency - Northeast
6-2015 - 8-2015
Associate at RU Financial

Education

Education details unavailable from State University of New York Cortland

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York City Metropolitan Area, United States Job Level : Middle Designation : Relationship Manager at Lenox Advisors
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Highlight the competitive differentiation of your product
  • Refer to testimonials from others in similar positions

DONT's

  • Avoid repeating yourself or making generalizations
  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Brian

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Brian take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Brian

Personality Compatibility


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