Caleb Harty, CFP®

Examiner
DISC Type : cs

Principal at Harty Financial

Andover, Massachusetts, United States

Overview

Caleb Harty is a CERTIFIED FINANCIAL PLANNER™ and Principal at Harty Financial, specializing in wealth strategies for families and business owners, particularly those with special needs children. He is also the co-founder of Special Needs Map, a SaaS tool for advisors, and a graduate of Gordon College.

Outside of his financial practice, Caleb is an entrepreneur in the craft beverage space as the owner of Andover Cider Co. His background with the National Outdoor Leadership School points to a passion for outdoor activities and leadership. He is also an active member of the Forbes Finance Council.

He owns and operates an international award-winning, small-batch hard apple cider company.

Personality Overview

Overcautious

Process Oriented

Late Adopter

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Special Needs Planning
This is the core of his professional practice at Harty Financial and the driving force behind his SaaS company, Special Needs Map.
Entrepreneurship
He has founded three distinct businesses: a financial advisory firm, a software company, and an award-winning cider company.
FinTech Solutions
As the co-founder of the Special Needs Map SaaS tool, he is actively involved in creating technology to solve problems for financial professionals.

Media Appearances

Caleb has no verified media appearances

Work History

12-2010
Principal at Harty Financial
8-2021
Co-Founder at Special Needs Map, LLC
12-2022
Owner at Andover Cider Co.
10-2019 - 2-2021
Member at Forbes Finance Council

Education

Bachelor of Arts from Gordon College
Yukon from National Outdoor Leadership School (NOLS)

More Information

Social Presence :

Prographics :

Exp : 14 Location : Andover, Massachusetts, United States Job Level : Mid-senior Designation : Principal at Harty Financial
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Insights For Selling To Caleb

During A Call Or A Meeting

DO's

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

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • 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 Caleb is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Caleb

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Caleb move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Caleb take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Caleb

Personality Compatibility


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