J. Bradley Lawrence

Doer
DISC Type : ds

Financial Services Professional at Spectrum Financial Group at Spectrum Financial Group

Dallas-Fort Worth Metroplex, United States

Overview

J. Bradley Lawrence is a Financial Services Professional and the Owner of DesignsByJBradley, LLC. Leveraging a background in management consulting from Accenture and Sendero, he helps clients with financial goals and insurance. He holds a BA from Vanderbilt University and is a licensed insurance agent.

He is driven by understanding the individual needs of each client to recommend products and strategies that are designed to meet both their current and future goals. He takes an interest in developments from major technology and research organizations.

He uniquely combines his expertise as a licensed financial professional with his background as a lead designer and management consultant.

Personality Overview

Results Focused

Strategic Planner

Deliberate Doer

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Holistic Financial Planning
He focuses on creating comprehensive strategies that encompass financial goals, estate planning, and insurance needs for his clients.
Retirement for Entrepreneurs
He advises business owners on strategies, such as annuities, to ensure their retirement plans are robust and well-funded.
Protecting Income
He frequently posts about the importance of disability income insurance as a crucial asset protection tool for his clients.

Media Appearances

J. has no verified media appearances

Work History

1-2026 - 3-2026
Financial Services Professional at Spectrum Financial Group at Spectrum Financial Group
6-2023 - 3-2024
Licensed Agent at New York Life Insurance Company
11-2021
Owner, Founder at DesignsByJBradley, LLC
8-2017 - 3-2022
Senior Manager at Sendero
9-2010 - 10-2016
Senior Manager, Management Consulting at Accenture

Education

8-1989 - 5-1993
BA from Vanderbilt University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : Financial Services Professional at Spectrum Financial Group at Spectrum Financial Group
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Insights For Selling To J. Bradley

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with J. Bradley is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from J. Bradley

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will J. Bradley move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can J. Bradley take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And J. Bradley

Personality Compatibility


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