Charlie Brey, CFP®

Researcher
DISC Type : Cs

Partner, Senior Wealth Manager at Curi Capital

St Joseph, Michigan, United States

Overview

Charlie has no verified overview

Personality Overview

Cost Conscious

ROI Seeker

Self-Disciplined

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Charlie has no verified topics they care about

Media Appearances

Charlie has no verified media appearances

Work History

1-2024
Partner, Senior Wealth Manager at Curi Capital
1-2023 - 12-2023
Vice President, Wealth Advisor at Curi Capital
4-2019 - 12-2022
Wealth Advisor at Curi Capital
7-2014 - 3-2019
Client Associate at Curi Capital
1-2014 - 6-2014
College Financial Representative at Northwestern Mutual

Education

2010 - 2014
Bachelor of Arts (B.A.) from Lake Forest College
2006 - 2010
Education details unavailable from Berkshire School

More Information

Social Presence :

Prographics :

Exp : 12 Location : St Joseph, Michigan, United States Job Level : Middle Designation : Partner, Senior Wealth Manager at Curi Capital
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Insights For Selling To Charlie

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlie 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 Charlie

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Charlie move?

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

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

You And Charlie

Personality Compatibility


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