Brian Lisi, FSA, CFA

Editor
DISC Type : CS

Senior Vice President at Fidelity Investments

New York City Metropolitan Area, United States

Overview

Brian has no verified overview

Personality Overview

Self-Disciplined

Slow Buyer

Skeptic

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

12-2017
Senior Vice President at Fidelity Investments
11-2012 - 12-2017
Vice President at Fidelity Investments
4-2006 - 11-2012
Principal at Mercer
7-1995 - 3-2006
Director at Buck Consultants

Education

1990 - 1995
BA from Rutgers University
1986 - 1990
Education details unavailable from North Brunswick Township High School

More Information

Social Presence :

Prographics :

Exp : 30 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Senior Vice President at Fidelity Investments
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • If they are not asking many questions, nudge them to ask questions rather than just starting to talk yourself

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Brian

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Brian take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Brian

Personality Compatibility


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