Brian Sheahen, CPA/PFS, CFP®, MST

Evaluator
DISC Type : DSC

Owner & Wealth Advisor at Hudson Oak Wealth Advisory

New York City Metropolitan Area, United States

Overview

Brian has no verified overview

Personality Overview

Quality Focused

Thorough Evaluator

Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

12-2018
Owner & Wealth Advisor at Hudson Oak Wealth Advisory
2-2018 - 10-2018
Vice President of Portfolio & Wealth Advisory at BBR Partners
2-2017 - 2-2018
Financial Advisor at Modera Wealth Management, LLC
1-2015 - 2-2017
Senior Associate at Andersen Tax
9-2011 - 12-2013
Acting Senior Associate - Assurance at PwC

Education

2014 - 2014
Master’s Degree from Fordham Gabelli School of Business
2007 - 2011
Bachelor of Business Administration (B.B.A.) from Loyola University Maryland

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Owner & Wealth Advisor at Hudson Oak Wealth Advisory
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Brian

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Brian take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Brian

Personality Compatibility


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