Bryce Harris, CFP®

Observer
DISC Type : ic

Financial Advisor at True Legacy Financial

Visalia-Hanford Area, United States

Overview

Bryce Harris is a Certified Financial Planner at True Legacy Financial, where he acts as a financial coach for business owners and families. A Magna Cum Laude graduate in Computer Engineering from California State University, Fresno, he specializes in wealth management, asset protection, and business succession planning, driven by a passion for financial literacy.

Outside of his financial practice, Bryce is a family man, married to his high school sweetheart with whom he has three children. He and his wife share a humanitarian spirit, focusing their charitable efforts on providing better education and opportunities for children. He previously played football for the Fresno State Bulldogs.

After a 7-year career as an offensive tackle in the National Football League, Bryce transitioned into financial planning.

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Financial Literacy
His transition from the NFL was inspired by a desire to help people in what he considers the most impactful way: financial literacy.
Business Succession
His professional specializations include providing business owners with resources for buy-sell reviews and succession planning.
Athlete Finances
[Predicted] His background as a former 7-year NFL player combined with his financial expertise suggests a strong interest in the unique financial challenges athletes face.

Media Appearances

Bryce has no verified media appearances

Work History

6-2019
Financial Advisor at True Legacy Financial
12-2018
Financial Advisor at Principal Financial Group
1-2012 - 12-2018
NFL Offensive Tackle at National Football League (NFL)
6-2007 - 6-2012
Offensive Tackle at California State University, Fresno

Education

2007 - 2012
Bachelor of Engineering (B.E.) from California State University, Fresno
8-2021 - 6-2022
Personal Financial Planning from UCLA Extension

More Information

Social Presence :

Prographics :

Exp : 18 Location : Visalia-Hanford Area, United States Job Level : N/A Designation : Financial Advisor at True Legacy Financial
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Insights For Selling To Bryce

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryce is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Bryce

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Bryce move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Bryce take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Bryce

Personality Compatibility


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