Buddy Morris

Observer
DISC Type : ci

Board of Managers at University Health System

San Antonio, Texas, United States

Overview

Buddy Morris is the Managing Partner at Spire Risk Management, an Alera Group Company, with deep expertise in employee benefits and insurance consulting. A graduate of Texas A&M University, he is a serial entrepreneur who founded and sold Summit Insurance Group before launching Spire. He also runs Morris Asset Management, a private equity firm.

Personality Overview

Curious

Example Seeker

Value Driven

They ask a lot of questions and rely heavily on information and collaterals.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Employee Benefits
His entire career, from founding Summit Insurance Group to Spire Risk Management, has focused on employee benefits consulting and brokerage.
Business Growth
He has a history of building, acquiring, and merging companies, as shown by the sale of his first firm and recent mergers at Spire/Alera.
Healthcare Leadership
Serves on the Board of Managers for University Health System and has been a consultant for the City of San Antonio on healthcare matters.

Media Appearances

Buddy has no verified media appearances

Work History

12-2020 - 2-2023
Board of Managers at University Health System
9-2019 - 12-2023
Board of Trustees at Witte Museum
6-2019
Managing Partner at Spire Risk Management/An Alera Group Company
1-2015 - 4-2019
Board of Directors/Shareholder at McAllen Preventive Care Institute
3-2014 - 12-2017
Board of Directors/Shareholder at Cage Water Technologies

Education

1984 - 1989
BA from Texas A&M University
1980 - 1984
Education details unavailable from Tom C. Clark

More Information

Social Presence :

Prographics :

Exp : 33 Location : San Antonio, Texas, United States Job Level : N/A Designation : Board of Managers at University Health System
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Insights For Selling To Buddy

During A Call Or A Meeting

DO's

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

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Buddy is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Buddy

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Buddy move?

  • They like to analyze well and then make their decisions.
  • Can Buddy take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Buddy

Personality Compatibility


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