Brian Samec

Critic
DISC Type : C

Founder & Certified Financial Planner at Jupiter Wealth Planning

St Paul, Minnesota, United States

Overview

Brian has no verified overview

Personality Overview

ROI Driven

Critic

Negotiator

They prefer to analyze logically and value objective facts over emotions.  It is very likely that they will negotiate pricing or other important terms. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

9-2023
Founder & Certified Financial Planner at Jupiter Wealth Planning
7-2000 - 9-2023
Wealth Management Advisor & Certified Financial Planner at Northwestern Mutual

Education

9-1995 - 5-2000
Bachelor's degree from University of St. Thomas
9-1993 - 6-1995
Education details unavailable from Forest Lake Senior High School

More Information

Social Presence :

Prographics :

Exp : 25 Location : St Paul, Minnesota, United States Job Level : Leadership Designation : Founder & Certified Financial Planner at Jupiter Wealth Planning
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don't give superficial answers, they are easily rattled by them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Brian

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Brian take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Brian

Personality Compatibility


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