Brian M. Schultz

Inquirer
DISC Type : cd

President and Financial Advisor at Choice Point Advisors LLC

East Syracuse, New York, United States

Overview

Brian is the President and Financial Advisor at Choice Point Advisors, where he has provided investment and insurance solutions for over two decades. He is also the Chief Executive Officer of Centro, the Central New York Regional Transportation Authority, showcasing a blend of private financial expertise and public sector leadership.

Deeply committed to his community, Brian serves as a board member for Bishop Grimes Jr. /Sr. High School. He is also a volunteer Firefighter and Emergency Medical Technician (EMT) for the DeWitt Fire Department and serves as a Commissioner for the DeWitt Fire District, highlighting a long-standing dedication to public service.

He is a volunteer firefighter and EMT in the same community where he leads the public transportation authority.

Personality Overview

Hard To Convince

Judgemental

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Public Transportation
As CEO of Centro, he is leading a comprehensive review of the Syracuse route system, including the implementation of a Bus Rapid Transit (BRT) system to meet evolving community needs.
Financial Strategy
As President of Choice Point Advisors, he helps individuals and families develop and monitor long-term financial strategies for goals like retirement and college savings.
Community Service
Demonstrates a strong commitment through active roles as a volunteer firefighter, EMT, and fire commissioner in the DeWitt community.

Media Appearances

Brian has no verified media appearances

Work History

12-2012
President and Financial Advisor at Choice Point Advisors LLC
5-2014 - 6-2025
Board Member at Bishop Grimes Jr./Sr. High School Board of Directors
8-2020 - 1-2024
Chief Executive Officer at Centro
1-2004 - 12-2022
Volunteer Firefighter and EMT at DeWitt Fire Department
1-2006 - 2-2022
Commissioner at DeWitt Fire District Board of Fire Commissioners

Education

Brian has no verified education history

More Information

Social Presence :

Prographics :

Exp : 20 Location : East Syracuse, New York, United States Job Level : N/A Designation : President and Financial Advisor at Choice Point Advisors LLC
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Insights For Selling To Brian M.

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Stress on the business value that your product offers
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian M. is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Brian M.

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

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

  • They are neither the fastest decision makers nor the slowest.
  • Can Brian M. take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Brian M.

Personality Compatibility


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