Brian Moldt, CLU

Inspirer
DISC Type : id

President & Financial Advisor at Moldt Financial, LLC.

Carmel, Indiana, United States

Overview

Brian has no verified overview

Personality Overview

Decisive

Generous

Achievment Oriented

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

President & Financial Advisor at Moldt Financial, LLC.
1-2018
Associate General Agent at Semler Financial Group
Wealth Advisor at Prudential Financial

Education

1979 - 1984
Bachelor's degree from Ball State University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Carmel, Indiana, United States Job Level : N/A Designation : President & Financial Advisor at Moldt Financial, LLC.
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Acknowledge their status and position during the conversation
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Brian

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Brian take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Brian

Personality Compatibility


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