Ben Gurwitz, CFP®

Editor
DISC Type : CS

Principal at Financial Life Advisors

San Antonio, Texas, United States

Overview

Ben has no verified overview

Personality Overview

Skeptic

Slow Buyer

Sometimes Friendly

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. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Ben has no verified topics they care about

Media Appearances

Ben has no verified media appearances

Work History

9-2008
Principal at Financial Life Advisors
1-2012 - 12-2016
Board Member & Past President at Financial Planning Association of San Antonio & South Texas
7-2011 - 6-2015
Board Member at San Antonio Estate Planners Council
12-2014
VP at University Oaks Community Association
2-2008 - 6-2008
Compensation and Benefits Analyst II at Rackspace Managed Hosting

Education

2006 - 2008
CERTIFIED FINANCIAL PLANNER(tm) from Certified Financial Planner Board of Standards Inc.
1998 - 2002
BS in Business Administration from Trinity University

More Information

Social Presence :

Prographics :

Exp : 8 Location : San Antonio, Texas, United States Job Level : Middle Designation : Principal at Financial Life Advisors
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Actively address their concerns around change, risk, and acceptance by users
  • Use a presentation with information before getting into a live product walkthrough

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Ben

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Ben move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Ben take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Ben

Personality Compatibility


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