Bryan Bibbo, AIF®, NSSA, BPC, CEPA

Questioner
DISC Type : c

President & CFO | Partner | Accredited Investment Fiduciary | National Social Security Advisor at JL Smith | Holistic Wealth Management

Avon, Ohio, United States

Overview

Bryan has no verified overview

Personality Overview

Systematic

Value Seeker

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. They prefer to do thorough analysis of any situation.

Topics They Care About

Bryan has no verified topics they care about

Media Appearances

Bryan has no verified media appearances

Work History

4-2024
President & CFO | Partner | Accredited Investment Fiduciary | National Social Security Advisor at JL Smith | Holistic Wealth Management
6-2011
Financial Advisor Coach at Clarity 2 Prosperity Advisory Group
5-2010
Financial Reporting & Analysist, Tax Practice Manager, Project Manager at JL Smith | Holistic Wealth Management
12-2009 - 4-2024
Accredited Investment Fiduciary | Holistic Financial Advisor at JL Smith | Holistic Wealth Management
6-2002 - 11-2009
Financial Analyst / Executive Assistant / Intern at Fintegra LLC

Education

2005 - 2009
Bachelor's degree of Accounting from Kent State University
2000 - 2004
Education details unavailable from Lake Catholic High School

More Information

Social Presence :

Prographics :

Exp : 23 Location : Avon, Ohio, United States Job Level : Leadership Designation : President & CFO | Partner | Accredited Investment Fiduciary | National Social Security Advisor at JL Smith | Holistic Wealth Management
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Insights For Selling To Bryan

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • 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 Bryan is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Bryan

  • 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 Bryan move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Bryan take some risk or not?

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


You And Bryan

Personality Compatibility


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