Brian Wilcox CLU®, ChFC®, CLTC, CLF®, RICP®, CASL®

Questioner
DISC Type : c

Managing Director/Financial Advisor at Northwestern Mutual

Watertown, New York, United States

Overview

Brian Wilcox is a long-tenured Managing Partner and Wealth Management Advisor at Northwestern Mutual. A St. Lawrence University graduate, he holds numerous advanced designations like CLU® and RICP®, specializing in creating comprehensive financial plans and building enduring relationships with high-net-worth clients in the Watertown, NY area.

Outside of work, Brian is a family man who lives with his wife and four children. He is active in his community, coaching his children’s sports teams and having served on local foundation boards. He enjoys playing golf and hockey and spending time at his familys cottage.

He has dedicated his entire professional career of over two decades to Northwestern Mutual.

Personality Overview

Value Seeker

Systematic

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Wealth Management
His practice focuses on offering high-quality investment and wealth management programs and services for high-net-worth clients.
Holistic Financial Planning
He works to create complete financial plans that cover current financial success as well as long-term asset protection and preservation.
Retirement Income
His RICP® (Retirement Income Certified Professional®) designation highlights his specialized expertise in helping clients plan for their financial future.

Media Appearances

Brian has no verified media appearances

Work History

12-2002 - 12-2012
Managing Director/Financial Advisor at Northwestern Mutual
6-1985
Wealth Management Advisor at Northwestern Mutual
6-1985 - 12-2002
Financial Representative at Northwestern Mutual

Education

1981 - 1985
Bachelor of Science (BS) from St. Lawrence University
2014 - 2014
CASL from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 27 Location : Watertown, New York, United States Job Level : N/A Designation : Managing Director/Financial Advisor at Northwestern Mutual
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Brian

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Brian take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Brian

Personality Compatibility


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