Ben Herrig, JD

Balancer
DISC Type : S

Senior Vice President, Private Wealth Market Manager at BOK Financial

Kansas City Metropolitan Area, United States

Overview

Ben has no verified overview

Personality Overview

Good Listener

Risk-Averse

Formal Mannered

They are confident about making long-term decisions.  Even if it takes time, they prefer following the process. They are polite and respectful but practical.

Topics They Care About

Ben has no verified topics they care about

Media Appearances

Ben has no verified media appearances

Work History

12-2024
Senior Vice President, Private Wealth Market Manager at BOK Financial
3-2018 - 12-2024
Wealth Management Consultant, Senior Vice President at Commerce Bank
7-2015 - 3-2018
Market Executive, Senior Vice President at Commerce Bank
1-2012 - 7-2015
Wealth Management Consultant, Vice President at Commerce Bank

Education

2004 - 2007
JD from University of Missouri-Kansas City School of Law
1998 - 2002
BA from Briar Cliff University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Kansas City Metropolitan Area, United States Job Level : Leadership Designation : Senior Vice President, Private Wealth Market Manager at BOK Financial
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • Focus on making them comfortable before really commencing the sales motion
  • Encourage them to invite other key stakeholders for discussions
  • Tell them about the outcome and results before talking about the input

DONT's

  • Don’t brush off their concerns, their comfort with you will go down
  • Ensure that you don’t seem disinterested when speaking to them
  • Don’t push them for a no, take the lack of yes as a no after a certain point

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben is

  • Low-risk, adoption by others and strong collaterals matter the most to them.
  • Will you ever get a clear answer from Ben

  • They never like to say no directly, they postpone the decisions or just go silent.

Insights For Deal Planning

    How fast (or slow) will Ben move?

  • They can be very slow in making decisions.
  • Can Ben take some risk or not?

  • They are very likely to play it safe rather than taking risk.

You And Ben

Personality Compatibility


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