Blake Dickens

Examiner
DISC Type : cs

Financial Planner at River Financial Group

Westlake, Ohio, United States

Overview

Blake Dickens is a licensed Financial Planner with River Financial Group in Westlake, Ohio. A graduate of The University of Alabama, he specializes in six key areas of financial planning, including retirement savings, asset protection, and tax-effective investing, to build dynamic strategies for his clients.

During college, Blake was an active member of the Alabama Finance Association, the Alabama Insurance Society, and the Chi Phi Fraternity. His earlier interests include playing both hockey and rugby in high school.

Unique fact: Blake interned at a multinational law firm in Spain, where he drafted international real estate contracts for European and Chinese companies.

Personality Overview

Process Oriented

Status Quo Seeker

Late Adopter

Being observant comes to them naturally.  They are thorough and always follow a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Holistic Financial Planning
Focuses on six key areas, including retirement, estate planning, and wealth accumulation, to create comprehensive financial strategies for clients.
Tax-Efficient Investing
Emphasizes tax-effective strategies as a core component of the investment and wealth accumulation plans he develops for his clients.
Business Continuity
Assists clients with strategies for business creation and continuity, indicating an interest in challenges faced by business owners.

Media Appearances

Blake has no verified media appearances

Work History

8-2019
Financial Planner at River Financial Group
7-2020
Owner at BMD Financial Advisory INC.
5-2018 - 7-2018
Finance Intern at SF Abogados
5-2017 - 8-2017
Financial Planning Intern at River Financial Group

Education

2015 - 2019
Bachelor's degree from The University of Alabama
2011 - 2015
Education details unavailable from Hudson High School

More Information

Social Presence :

Prographics :

Exp : 6 Location : Westlake, Ohio, United States Job Level : N/A Designation : Financial Planner at River Financial Group

Interested in

Sports

Rugby, Hockey

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Insights For Selling To Blake

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Blake is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Blake

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Blake move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Blake take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Blake

Personality Compatibility


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