Brian Connally

Enthusiast
DISC Type : i

Managing Shareholder at Connally& Associates, PC

Tulsa, Oklahoma, United States

Overview

Brian Connally is the President and Founder of Connally & Associates, PC, a Tulsa-based firm where he specializes in tax planning, business valuations, and consulting for high-net-worth individuals, business owners, and professional athletes. An alumnus of Oklahoma State University, he is described by clients as a "superb negotiator" and a "top professional expert. "

Outside of his primary practice, Brian is involved in the local community, supporting arts organizations like the Tulsa Ballet. He also has personal business interests in agriculture, operating a cow and calf production operation.

Unique fact: Brian owns and manages a cow/calf production operation alongside his financial and accounting practices.

Personality Overview

Non-Confrontational

Consensus Focused

Optimistic

They are more about building relationships than just cutting deals.  They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Athlete Financials
Provides specialized income tax compliance, planning, and consulting for top-tier professional athlete clients, ensuring their long-term financial security.
Oil & Gas Investing
Leverages extensive experience in the oil and gas sector to advise clients, an area where he is noted for his deep knowledge and passion.
Business Valuations
As a Certified Valuation Analyst (CVA), he provides expert business valuations for mergers, acquisitions, sales, and strategic entity formation.

Media Appearances

Brian has no verified media appearances

Work History

10-1986
Managing Shareholder at Connally& Associates, PC
1-1981 - 6-1984
CPA at Arthur Andersen & Co.

Education

1979 - 1981
Masters from Oklahoma State University
Bachelors Degree from Oklahoma State University

More Information

Social Presence :

Prographics :

Exp : 42 Location : Tulsa, Oklahoma, United States Job Level : N/A Designation : Managing Shareholder at Connally& Associates, PC
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Brian

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Brian take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Brian

Personality Compatibility


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