Brian Donelon

Inquirer
DISC Type : dc

Financial Advisor at Edward Jones

Greater St. Louis, United States

Overview

Brian Donelon is a Financial Advisor at Edward Jones, where he focuses on providing individualized financial education to help investors achieve their goals. He leverages his education in financial services marketing from Saint Louis University to offer highly personalized service to his clients in the local community.

His primary professional motivation is to remind clients to enjoy what they have worked so hard to obtain, helping them navigate market fluctuations and the stress of investing.

Personality Overview

Upfront

Demanding

Hard To Convince

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 don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Market Outlook
Frequently shares professional analysis on market headlines, Fed policy, and the economic outlook to help investors prepare for the year ahead.
Investment Strategy
His focus is on helping clients understand market drivers and key catalysts to keep them on track toward their long-term financial goals.
Client Education
Believes in providing individualized financial information and education so clients can better understand and achieve their personal goals.

Media Appearances

Brian has no verified media appearances

Work History

8-2012
Financial Advisor at Edward Jones
4-2012 - 8-2012
Associate at Edward Jones
1-1990 - 3-2012
Management at Verizon Wireless

Education

Business and Personal/Financial Services Marketing Operations from Saint Louis University

More Information

Social Presence :

Prographics :

Exp : 35 Location : Greater St. Louis, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid long winding pitches, stay objective
  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time

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?

  • Their decision making speed is somewhere in the middle.
  • 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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