Bryan Casserly

Evaluator
DISC Type : DSc

Regional Vice President, Advisor Growth at Cetera Advisor Networks LLC

Huntington Beach, California, United States

Overview

Bryan has no verified overview

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Bryan has no verified topics they care about

Media Appearances

Bryan has no verified media appearances

Work History

6-2020
Regional Vice President, Advisor Growth at Cetera Advisor Networks LLC
3-2014 - 6-2020
Relationship Manager, Western Region at Cetera Advisor Networks LLC
3-2013 - 2-2014
Director of Business Development, Western Region at Cetera Advisor Networks LLC
11-2006 - 3-2013
Advisory Consultant at Cetera Financial Group
11-2003 - 11-2006
Annuity Specialist at Pacific Life

Education

1997 - 2001
BA from UC Santa Barbara
2009 - 2012
MBA from California State University, Long Beach

More Information

Social Presence :

Prographics :

Exp : 22 Location : Huntington Beach, California, United States Job Level : Senior Designation : Regional Vice President, Advisor Growth at Cetera Advisor Networks LLC
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Insights For Selling To Bryan

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryan is

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

  • 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 Bryan move?

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

Personality Compatibility


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