Brian Layton

Galvanizer
DISC Type : Id

Financial Services Consultant at FinTech

Greater Tampa Bay Area, United States

Overview

Brian has no verified overview

Personality Overview

Trusting

Persuader

Socially Adept

They are more likely to accept new and exciting technologies.  They are not against taking risks and can make tough decisions when required.
 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

9-2025
Financial Services Consultant at FinTech
9-2022 - 8-2025
Senior Vice President, RIA & Custody Services at Raymond James
10-2021 - 8-2022
Consulting: Private Equity Firms (RIA/Wealth Management/FinTech) at Consulting
10-2018 - 9-2021
Chief Product Officer - Head of RIA Platform Business Optimization at Dynasty Financial Partners
1-2018 - 9-2018
Managing Director at Blue Harbor Partners

Education

BA from University of Richmond

More Information

Social Presence :

Prographics :

Exp : 29 Location : Greater Tampa Bay Area, United States Job Level : Senior Designation : Financial Services Consultant at FinTech
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Use words like ‘partner’, ‘together’, ‘impact’ etc.
  • Help them weigh the risks by sharing how others made similar decisions
  • Focus on building a relationship, it can play a key role in their decision making

DONT's

  • Don’t hesitate from asking questions, but take a friendly and warm approach
  • Don’t be excessively objective, focus on building a story first
  • 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 is

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

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

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Brian take some risk or not?

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

You And Brian

Personality Compatibility


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