Brittany GRIMSLEY

Planner
DISC Type : Sc

Administrative Associate at Hansen's Advisory Services, Inc.

Cicero, New York, United States

Overview

Brittany Grimsley is a Registered Administrative Associate at Hansens Advisory Services, with over two decades of experience in the financial services industry, primarily at Equitable. Known for her warm, approachable nature and attention to detail, she excels at building client relationships grounded in trust. She is a graduate of Le Moyne College.

Outside of work, Brittany is an avid animal lover who enjoys reading, cooking, and spending time outdoors. She is especially passionate about fly fishing, an activity she often shares with her son. Her constant companion is her beloved dog, Zuzu.

She was specifically drawn to her current firm because of its strong, values-driven approach to financial services.

Personality Overview

Analytical & Cautious

Overcautious

Deliberate

They are thorough and always follow a systematic approach.  They tend to be clear about their needs and limitations and are unlikely to promise too much. Being observant comes to them naturally.

Topics They Care About

Client Relationships
Her professional bio highlights a deep understanding of client service and the importance of building lasting relationships grounded in trust and integrity.
Values-Driven Finance
She joined her current firm due to its values-driven approach and commitment to helping clients make informed, meaningful financial decisions.
Outdoor Activities
Enjoys spending time outdoors and is particularly passionate about fly fishing with her son, indicating an interest in nature and family activities.

Media Appearances

Brittany has no verified media appearances

Work History

8-2025
Administrative Associate at Hansen's Advisory Services, Inc.
7-2022 - 8-2025
Agile Coach at Equitable
1-2020 - 7-2022
Operations Manager at Equitable
5-2006 - 1-2020
Registered Representative at AXA
2006 - 2016
Manager at AXA

Education

2002 - 2005
Bachelor's degree from Le Moyne College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Cicero, New York, United States Job Level : N/A Designation : Administrative Associate at Hansen's Advisory Services, Inc.
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Insights For Selling To Brittany

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brittany is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Brittany

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

Insights For Deal Planning

    How fast (or slow) will Brittany move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Brittany take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Brittany

Personality Compatibility


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