Brian Stephenson

Examiner
DISC Type : sc

Managing Partner at Holos Integrated Wealth

Kennett Square, Pennsylvania, United States

Overview

Brian has no verified overview

Personality Overview

Process Oriented

Unexpressive

Status Quo Seeker

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Brian has no verified topics they care about

Media Appearances

Brian has no verified media appearances

Work History

1-2016
Managing Partner at Holos Integrated Wealth
5-2009 - 1-2016
Associate Vice President at Wells Fargo Advisors, LLC
4-1996 - 4-2009
Second Vice President at Morgan Stanley Smith Barney

Education

1994 - 1997
BS from University of New Orleans

More Information

Social Presence :

Prographics :

Exp : 29 Location : Kennett Square, Pennsylvania, United States Job Level : N/A Designation : Managing Partner at Holos Integrated Wealth
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Brian

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Brian take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Brian

Personality Compatibility


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