Bob Holz

Examiner
DISC Type : cs

Business Development Officer at Charles Schwab & Co., Inc.

Atlanta, Georgia, United States

Overview

Bob Holz is a Business Development Officer at Charles Schwab, focused on helping financial advisors transition to the independent Registered Investment Advisor (RIA) model. His extensive career includes regional leadership roles at New York Life, Northwestern Mutual, and Merrill Lynch. Bob holds a BS from the University of New Haven.

His career is marked by a consistent focus on wholesale distribution and regional management across the Southeast for several major financial institutions.

Personality Overview

Process Oriented

Status Quo Seeker

Unexpressive

Being observant comes to them naturally.  They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Advisor Independence
He is dedicated to helping financial advisors fuel their independent spirit and drive business growth by moving to the Registered Investment Advisor (RIA) model.
RIA Firm Growth
He promotes programs and frameworks designed to help advisory firms achieve organic growth and increase their enterprise value, leveraging benchmarking and proven playbooks.
Financial Market Insights
He values and shares up-to-date financial perspectives that are specifically gathered and tailored for the unique needs of RIA firms.

Media Appearances

Bob has no verified media appearances

Work History

7-2007
Business Development Officer at Charles Schwab & Co., Inc.
4-2005 - 5-2007
Regional VP at New York Life Insurance Company
3-2002 - 10-2003
Regional Director at Northwestern Mutual
4-2000 - 3-2002
Regional Director at Merrill Lynch
12-1996 - 4-2000
Manager- Wholesale Distribution at Aetna

Education

1980 - 1984
BS from University of New Haven

More Information

Social Presence :

Prographics :

Exp : 27 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Business Development Officer at Charles Schwab & Co., Inc.
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Insights For Selling To Bob

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
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • 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 Bob is

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

  • 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 Bob move?

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

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

You And Bob

Personality Compatibility


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