Bryan McClune, CFA

Researcher
DISC Type : Cs

Partner at WPWealth

Austin, Texas, United States

Overview

Bryan has no verified overview

Personality Overview

Cost Conscious

Perfectionist

ROI Seeker

They are always well-planned and adopt a systematic approach.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Bryan has no verified topics they care about

Media Appearances

Bryan has no verified media appearances

Work History

1-2026
Partner at WPWealth
2-2014 - 2-2026
Vice President at Dimensional Fund Advisors
12-2006 - 2-2026
Regional Director at Dimensional Fund Advisors
5-1998 - 12-2006
Captain at United States Marine Corps

Education

1998 - 1998
MS from University of Maryland - Robert H. Smith School of Business
1994 - 1998
BS from United States Naval Academy

More Information

Social Presence :

Prographics :

Exp : 27 Location : Austin, Texas, United States Job Level : N/A Designation : Partner at WPWealth
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Insights For Selling To Bryan

During A Call Or A Meeting

DO's

  • Actively address their concerns around change, risk, and acceptance by users
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryan is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Bryan

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Bryan move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Bryan take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Bryan

Personality Compatibility


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