Brian L. Simons, CFA

Galvanizer
DISC Type : Id

President at Maxwell

Denver, Colorado, United States

Overview

Brian has no verified overview

Personality Overview

Persuader

Self-Assured

Socially Adept

They are not against taking risks and can make tough decisions when required.
  They prefer to ensure that they are in control of the situation. They are charming and can persuade others to support their decisions.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

1-2020
President at Maxwell
7-2019
Co-founder & Board Member at Havenly
10-2012 - 7-2019
Founder & President at Altavera Mortgage Services
2-2009 - 6-2012
COO & EVP at Urban Lending Solutions
4-2004 - 5-2008
Executive Director, Whole Loan Trading / Mortgage-Backed Securities at J.P. Morgan

Education

1993 - 1994
Master of Business Administration (M.B.A.) from Baylor University - Hankamer School of Business
1989 - 1992
Bachelor of Arts (B.A.) from Baylor University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Denver, Colorado, United States Job Level : Leadership Designation : President at Maxwell
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Insights For Selling To Brian L.

During A Call Or A Meeting

DO's

  • Focus on building a relationship, it can play a key role in their decision making
  • You might need to keep the conversation on track, they tend to slide off-topic
  • Find ways to push them a little if they don’t start giving a clear yes or no in due course

DONT's

  • Don’t be excessively objective, focus on building a story first
  • Don’t rely too much on what they promise, make your own deductions
  • Do not come across as negative or non-supportive, work with them as a partner

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian L. is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Brian L.

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

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

  • They can make decisions quickly if they develop trust in you and conviction in the product.
  • Can Brian L. take some risk or not?

  • If necessary, they will be ready to take risks.

You And Brian L.

Personality Compatibility


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