Brian Dwyer, CEPA®, CRPS™, AAMS™

Commander
DISC Type : D

Financial Advisor at Edward Jones

Greater Sacramento, United States

Overview

Brian Dwyer is a Financial Advisor at Edward Jones, specializing in wealth strategies for business owners, executives, and retirees. He leverages nearly two decades of prior corporate experience in his practice and holds a Bachelor of Science from Michigan Technological University, where he played football.

Outside of work, Brian is deeply involved in his community as a member of the Woodland Rotary Club and the Woodland Little League Board. He is married to his wife, Janelle, and they have two sons. He enjoys coaching youth sports, including Little League and basketball, as well as golfing.

Interesting fact: Brian was a scholarship running back in college and has been inducted into the Nevada Union High School Sports Hall of Fame.

Personality Overview

Very Quick

Decisive

Strong-Willed

They are not focused on building rapport and relationships.  They like to act fast and expect others to do the same. They like to be in a position where they can control the conversation and terms.

Topics They Care About

Business Exit Planning
He holds the Certified Exit Planning Advisor® (CEPA®) designation, focusing on strategies for business owners.
Retirement Strategies
His practice focuses on creating retirement savings and wealth strategies for individuals, families, and businesses.
Youth Sports
Actively coaches his son's Little League and AAU basketball teams and serves on the Woodland Little League Board.

Media Appearances

Brian has no verified media appearances

Work History

12-2019
Financial Advisor at Edward Jones
7-2019 - 11-2019
Financial Advisor Trainee at Edward Jones
2-2017 - 6-2019
Regional Vice President, Client Management - US at Superior Vision Services
9-2015 - 2-2017
Supervisor, Strategic Account Management - Major Accounts at SMUD
12-2007 - 9-2015
Associate Director of Sales at Merck (formerly Schering-Plough)

Education

1997 - 2001
Bachelor of Science (BS) from Michigan Technological University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Sacramento, 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

  • Speak about competitive differentiation that your product offers
  • Hold your ground without indulging in one-upmanship
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don't try too hard to forge relationships with them
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Brian

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They can take decisions very fast if you manage to convince them.
  • Can Brian take some risk or not?

  • The risks don’t matter much to them.

You And Brian

Personality Compatibility


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