Brian Piro

Enthusiast
DISC Type : i

Managing Director at Deloitte

San Francisco, California, United States

Overview

Brian is a Managing Director and the Wealth Management Leader at Deloitte Consulting, bringing over 20 years of experience. He specializes in business, operations, and technology operating models for top global wealth firms. A graduate of the University of California, Davis, he focuses on enhancing the client and advisor digital experience.


Brian has authored publications on the strategic shifts in the wealth management industry, specifically focusing on financial advisor compensation and incentive models.

Personality Overview

Story Driven

Consensus Focused

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Wealth Management
Leads Deloitte's Wealth Management practice and has worked with top global firms in the sector for over two decades, focusing on strategy and execution.
Digital Experience
Heads large-scale projects centered around improving the digital experience for both financial clients and their advisors.
Advisor Compensation
Authored a publication on the changing approaches to financial advisor incentives, demonstrating deep interest in talent retention strategies.

Media Appearances

Brian Piro | Managing Director | Deloitte Consulting LLP. Featured in Deloitte.com

See Now

Work History

11-2021
Managing Director at Deloitte
10-2010 - 11-2021
Managing Director at Ernst & Young
7-2006 - 10-2010
Consultant at Accenture
7-2005 - 7-2006
Pricing Analyst / Future Associate Program at Frankliln Templeton Investments

Education

2001 - 2005
Bachelor of Arts from University of California, Davis
Education details unavailable from St. Vincent High School

More Information

Social Presence :

Prographics :

Exp : 20 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Managing Director at Deloitte
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Brian

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Brian take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Brian

Personality Compatibility


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