Adin Ward

Observer
DISC Type : ci

Junior Associate at GS Wealth Management

Dallas, Texas, United States

Overview

Adin Ward is a Financial Advisor with GS Wealth Management in Dallas, TX. A Texas A&M University alumnus with a degree in Finance and Real Estate, he holds Series 7 and 66 licenses, focusing on building customized financial solutions and long-term client relationships.

Raised in El Paso, Adin enjoys an active lifestyle that includes traveling and spending time outdoors. He often explores new areas within the Dallas-Fort Worth Metroplex, balancing his professional life with catching up with friends and family.

Unique fact: In a previous role, he was a Tailgate Coordinator for Texas A&M Football games, organizing all event logistics.

Personality Overview

Example Seeker

Assertive

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally strong communicators and are not easy to convince. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Wealth Management
As a Financial Advisor, his career is centered on wealth management strategies and creating personalized plans for clients.
Real Estate Investing
He holds a degree in Finance and Real Estate from Texas A&M University, indicating a foundational knowledge in this asset class.
Outdoor Activities
His company biography explicitly states that he enjoys spending time outdoors and staying active.

Media Appearances

Adin has no verified media appearances

Work History

5-2024
Junior Associate at GS Wealth Management
1-2024 - 5-2024
Financial Professional at Opes One
4-2021 - 7-2023
Real Estate Agent at LevelUp Locating
8-2019 - 11-2019
Tailgate Coordinator at Alan Campbell & Associates

Education

Agricultural Economics from Texas A&M University

More Information

Social Presence :

Prographics :

Exp : 4 Location : Dallas, Texas, United States Job Level : N/A Designation : Junior Associate at GS Wealth Management
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Insights For Selling To Adin

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Help them understand the risk aspect fully while inspiring confidence
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adin is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Adin

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Adin move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Adin take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Adin

Personality Compatibility


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