Brian Shepler

Enigma
DISC Type : idc

President / CEO at Blue Trust

Atlanta, Georgia, United States

Overview

Brian has no verified overview

Personality Overview

Persuasive & Assertive

Fast Follower

Hard To Convince

They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

4-2024
President / CEO at Blue Trust
1-2023 - 4-2024
President / Chief Operating Officer at Blue Trust
8-2017 - 12-2022
President / EVP Client Services at Blue Trust
7-2000 - 7-2017
Chief Financial Officer, EVP of Client Services at Blue Trust
1-1999 - 6-2000
Sr. Equity Analyst at SunTrust Equitable Securities

Education

1991 - 1993
MBA from The University of Chicago Booth School of Business
1985 - 1989
BA from DePauw University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : President / CEO at Blue Trust
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Build rapport slwly without rushing, it will come handy to handle hard questions later

DONT's

  • Avoid making offhand commitments, understand the root of their concerns first
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Brian

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Brian take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Brian

Personality Compatibility


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