Brian E. Orr, ChFC

Commander
DISC Type : D

Financial Advisor at Avantax by Cetera

Lees Summit, Missouri, United States

Overview

Brian E. Orr is a Financial Advisor at Avantax by Cetera with nearly three decades of experience in financial services. A Chartered Financial Consultant®, he emphasizes comprehensive financial planning, stewardship, and prioritizing client needs. He holds a Bachelor of Science in Journalism from The University of Kansas.

Outside of his professional life, Brian identifies as a husband, father, and grandfather ("Pops"). His core values include faith and family. He is a self-described "Barbeque Aficionado" and an "Adult Beverage Alchemist, " indicating passions for cooking and mixology.

Unique fact: Brian is an "Adult Beverage Alchemist, " suggesting a creative talent for crafting unique drinks.

Personality Overview

Impact-Driven

Risk-Taker

Very Quick

They are less concerned about the product and more about its potential impact.  They put a lot of effort into ensuring personal success. They do not care very much about building rapport or relationships.

Topics They Care About

Client-First Philosophy
His personal mission is to always prioritize client needs, act with integrity, listen intently, and be a trusted advisor for their financial dreams and goals.
Navigating Market Volatility
His recent commentary focuses on geopolitical uncertainty, market resilience, and the importance of discipline and diversification for investors during volatile periods.
Retirement Income Planning
A core part of his practice involves helping clients with comprehensive financial planning, specifically focusing on retirement savings and creating sustainable income streams.

Media Appearances

Brian has no verified media appearances

Work History

2-2025
Financial Advisor at Avantax by Cetera
2-2022 - 12-2023
Financial Advisor at Cetera Investment Services LLC
10-2019 - 11-2021
VP Relationship Management at Priority Financial Group
6-2010 - 2-2019
VP Investment Program Manager / Registered Representative at Equity Financial Services Group at Equity Bank
7-2005 - 12-2009
VP Regional Annuity & Insurance Consultant at Bank of America

Education

8-1992 - 5-1994
Bachelor of Science - BS - in Journalism from The University of Kansas

More Information

Social Presence :

Prographics :

Exp : 21 Location : Lees Summit, Missouri, United States Job Level : N/A Designation : Financial Advisor at Avantax by Cetera
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Insights For Selling To Brian E.

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Objectively showcase the impact that your product creates
  • Speak about competitive differentiation that your product offers

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t take too much time in sending them information if they ask for any
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian E. 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 E.

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Brian E. move?

  • If convinced, they can reach decisions quite fast.
  • Can Brian E. take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Brian E.

Personality Compatibility


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