Charles Heuring

Supporter
DISC Type : s

President & CEO at IAMS Wealth Management

Omaha, Nebraska, United States

Overview

Charles has no verified overview

Personality Overview

Social Proof Driven

Calm

Risk-averse

They are unlikely to become strong champions as they don't prefer pushing other people.  They usually go by the book, following all rules and procedures. They are motivated by the potential impact of their decision on the organization.

Topics They Care About

Charles has no verified topics they care about

Media Appearances

Charles has no verified media appearances

Work History

9-2022
President & CEO at IAMS Wealth Management
7-2019 - 9-2022
Managing Partner, Chief Operations Officer at IAMS Wealth Management
7-2017 - 7-2019
Director Of Business Development at IAMS Wealth Management
7-2015 - 6-2016
Game Operations and Championships Assistant at Duke University Athletics
5-2015 - 7-2015
Event Management Assistant at College World Series of Omaha

Education

2010 - 2014
Bachelor of Business Administration (B.B.A.) from Loyola University Chicago
2006 - 2010
Education details unavailable from Creighton Preparatory School

More Information

Social Presence :

Prographics :

Exp : 10 Location : Omaha, Nebraska, United States Job Level : Leadership Designation : President & CEO at IAMS Wealth Management
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Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Pause and ask them if they have any questions
  • Show willingness to accommodating their needs or requests

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Charles

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Charles move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Charles take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Charles

Personality Compatibility


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