Brian Duttera, CFF®, Chief Investment Officer

Doer
DISC Type : ds

Founder, Managing Partner, CIO, Wealth Management Advisor, Sr. Portfolio Manager at True Alpha Wealth Management

Greater Cleveland, United States

Overview

Brian has no verified overview

Personality Overview

Results Focused

Long-term Focused

Fast-paced

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

3-2018
Founder, Managing Partner, CIO, Wealth Management Advisor, Sr. Portfolio Manager at True Alpha Wealth Management
3-1987 - 3-2018
Senior Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management, Bank of America Corporation

Education

1982 - 1984
Associate's Degree/College Diploma from Ambassador University (closed spring 1997)

More Information

Social Presence :

Prographics :

Exp : 38 Location : Greater Cleveland, United States Job Level : Leadership Designation : Founder, Managing Partner, CIO, Wealth Management Advisor, Sr. Portfolio Manager at True Alpha Wealth Management
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Brian

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Brian take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Brian

Personality Compatibility


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