Richard Brian

Energizer
DISC Type : I

CURO Managing Director at Time4Advice - financial planning and wealth management software

Upminster, England, United Kingdom

Overview

Richard Brian is the CURO Managing Director at Time4Advice, leveraging over 25 years of experience in financial services and IT. He has progressed through multiple roles within the company, now driving the evolution of the CURO platform for financial planning and wealth management. He attended Dartford Grammar School.

Outside of his professional life, Richard is interested in watching football and trying to keep fit, although he notes the latter can sometimes conflict with his enjoyment of relaxing with a beer or two.

He believes the future of financial advice depends on connected, intelligent technology that enables greater automation and AI-driven capabilities.

Personality Overview

Big Picture Person

Believer

Full Of Energy

They are always positive and upbeat, so take their promises with a pinch of salt.  They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Financial Advice Tech
As the Managing Director for the CURO platform, his entire professional focus is on building software for financial and wealth management firms.
AI & Automation
He has publicly stated his goal is to create a foundation that enables greater automation and future AI-driven capability within the CURO platform.
Seamless Integrations
He is focused on integrating with third-party technology to make financial planning more seamless, efficient, and intuitive for users.

Media Appearances

Richard has no verified media appearances

Work History

3-2025
CURO Managing Director at Time4Advice - financial planning and wealth management software
5-2019 - 3-2025
Technical Director at Time4Advice - financial planning and wealth management software
11-2013 - 5-2019
Product Manager at Time4Advice - financial planning and wealth management software
8-2008 - 10-2013
Business Architect at AllMyplans.com
8-1996 - 8-2008
Development and Project Manager at Capita Financial Software

Education

Education details unavailable from Dartford Grammar School

More Information

Social Presence :

Prographics :

Exp : 29 Location : Upminster, England, United Kingdom Job Level : Mid-senior Designation : CURO Managing Director at Time4Advice - financial planning and wealth management software
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Be friendly and entertaining in your conversation
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Richard

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Richard take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Richard

Personality Compatibility


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