Bob Rall, CFP®

Evaluator
DISC Type : cds

President/Founder at Rall Capital Management, Inc

Rockledge, Florida, United States

Overview

Bob Rall is the President and Founder of Rall Capital Management, with over 25 years of experience in financial services. He is a Certified Financial Planner® and an alumnus of Ohio University. He specializes in comprehensive financial planning and investment management to help families achieve their goals.

Outside of his firm, Bob is a passionate and dedicated runner, having served on the board of Space Coast Runners and as a newsletter editor. He co-founded Get Social Brevard and has volunteered with Special Olympics Brevard. He and his wife have also coached for Team in Training.

His company is a family affair, with his children Adam and Jenna working alongside him, and the office is well-known for its friendly dogs.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Holistic Financial Planning
His career is driven by a passion to help families with comprehensive financial strategies that go beyond just investment advice to achieve a 'better return on life'.
Community Running
An avid runner, he served on the board of Space Coast Runners, edited their newsletter, and has a goal of running a marathon in all 50 states.
Supporting Special Olympics
He has been a dedicated coach and volunteer for the Special Olympics Brevard Track & Field program for many years, a cause he discovered through a magazine article.

Media Appearances

Bob has no verified media appearances

Work History

9-2004
President/Founder at Rall Capital Management, Inc
2000 - 2004
Advisor/Planner at CPA Wealth Management
1998 - 2000
Financial Advisor at Prudential Securities
1994 - 1998
Advisor at Morgan Stanley Dean Witter

Education

1976 - 1980
Bachelor of Science from Ohio University
1971 - 1975
College Prep from Groveport-Madison High

More Information

Social Presence :

Prographics :

Exp : 32 Location : Rockledge, Florida, United States Job Level : N/A Designation : President/Founder at Rall Capital Management, Inc
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Insights For Selling To Bob

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bob is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Bob

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Bob move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Bob take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Bob

Personality Compatibility


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