Brian Long

Captain
DISC Type : SD

Financial Advisor at Ameriprise Financial Services, LLC at Bespoke Wealth Advisory Group

Lancaster, Ohio, United States

Overview

Brian Long is a Private Wealth Advisor with Bespoke Wealth Advisory Group, a practice of Ameriprise Financial. He holds numerous certifications, including CPA, CEPA, and PFS, and focuses on creating personalized financial plans for individuals and business owners. He is a graduate of The Ohio State University Fisher College of Business.

Outside of work, Brian enjoys cheering for Ohio State football, running, and working out to stay active. He also spends time with friends, enjoys bourbon, and recently completed a personal backyard greenhouse project, suggesting an interest in gardening or DIY activities.

He recently finished building a greenhouse in his own backyard.

Personality Overview

Long-Term Thinker

Consummate Professional

Planner & Achiever

Reading between the lines and seeing beyond your words comes naturally to them.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Business Exit Strategy
He is a Certified Exit Planning Advisor (CEPA), specializing in preparing business owners for the transition out of their companies.
Estate Planning
He has authored articles on the importance of bespoke estate planning to protect loved ones and reduce future uncertainty.
Ohio State Football
His public profile lists cheering on the Ohio State Buckeyes as one of his primary interests outside of work.

Media Appearances

Brian has no verified media appearances

Work History

1-2009
Financial Advisor at Ameriprise Financial Services, LLC at Bespoke Wealth Advisory Group

Education

1986 - 1989
BSBA from The Ohio State University Fisher College of Business

More Information

Social Presence :

Prographics :

Exp : 17 Location : Lancaster, Ohio, United States Job Level : N/A Designation : Financial Advisor at Ameriprise Financial Services, LLC at Bespoke Wealth Advisory Group
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Let them know of potential risks but suggest mitigation methods alongside
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Brian

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Brian take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Brian

Personality Compatibility


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