Bruce Brownell

Evaluator
DISC Type : csd

Senior Vice President | Executive Benefits Consulting at OneDigital

Ponte Vedra Beach, Florida, United States

Overview

Bruce Brownell is a Senior Vice President at OneDigital with over 30 years in financial consulting, specializing exclusively in Executive Benefits for the past two decades. A Certified Financial Planner™ and specialist in IRC Section 409A, he advises on a full range of executive benefit and performance-based plans.

He co-founded Fulcrum Partners, where he helped pioneer the firms Executive Benefits Benchmarking practice, a unique deliverable in the marketplace.

Personality Overview

Thorough Evaluator

Hard To Convince

Quality Focused

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 They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Executive Compensation
With over 20 years focused exclusively in this area, he specializes in designing supplemental retirement strategies, deferred compensation arrangements, and performance-based plans.
Retirement Strategies (SERPs)
He co-authored a white paper on utilizing Supplemental Executive Retirement Plans (SERPs) to create more balanced and diversified reward programs for executives.
Corporate Governance
Holds an Advanced Professional Director Certification, suggesting a strong interest in board-level responsibilities and effective corporate oversight.

Media Appearances

Bruce has no verified media appearances

Work History

1-2021
Senior Vice President | Executive Benefits Consulting at OneDigital
7-2007 - 12-2020
Managing Director at Fulcrum Partners
Senior Vice President at Clark Consulting

Education

1975 - 1979
Bachelor of Arts from Kenyon College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Ponte Vedra Beach, Florida, United States Job Level : Leadership Designation : Senior Vice President | Executive Benefits Consulting at OneDigital
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Insights For Selling To Bruce

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims
  • 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
  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bruce is

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

  • 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 Bruce move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Bruce 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 Bruce

Personality Compatibility


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