Bryan Montemurro, CFP®

Enthusiast
DISC Type : i

Director of Financial Planning at Two West Advisors

Kansas City Metropolitan Area, United States

Overview

Bryan has no verified overview

Personality Overview

Non-Confrontational

Optimistic

Amiable & Agreeable

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Bryan has no verified topics they care about

Media Appearances

Bryan has no verified media appearances

Work History

2-2026
Director of Financial Planning at Two West Advisors
6-2020
Certified Financial Planner™ at Two West Advisors
6-2020 - 12-2024
Financial Coach at GoalPath Solutions, LLC
1-2020 - 6-2020
Senior Consultant at RetireAware
10-2014 - 6-2020
District Vice President (District Manager) at AIG Retirement Services

Education

2011 - 2012
Certified Financial Planner from College for Financial Planning
2003 - 2005
Master of Business Administration - MBA from Pittsburg State University

More Information

Social Presence :

Prographics :

Exp : 25 Location : Kansas City Metropolitan Area, United States Job Level : Mid-senior Designation : Director of Financial Planning at Two West Advisors
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Insights For Selling To Bryan

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Invite them for a lunch or a drink/coffee
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryan is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Bryan

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Bryan move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Bryan take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Bryan

Personality Compatibility


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