Chet Beene

Balancer
DISC Type : S

Registered Financial Advisor at Beene Wealth Management Group

Waco Area, United States

Overview

Chet is a registered financial advisor at Beene Wealth Management Group, specializing in portfolio management, retirement planning, and risk management. A Baylor University alumnus, he holds a unique BBA with a triple major in Finance, Real Estate, and Entrepreneurship, and is currently pursuing his CFP and CLU certifications.

Outside of his professional life, Chet is an avid outdoorsman who enjoys hunting in his spare time. He also values spending time with his friends and maintains a connection to his alma mater, Baylor University.

Chet distinguished himself academically by triple-majoring in Finance, Real Estate, and Entrepreneurship.

Personality Overview

Empathetic

Good Listener

Formal Mannered

They are comfortable taking long term decisions.  They like following the process even if it takes time to reach any conclusion. They are courteous and respectful but practical.

Topics They Care About

Client Investment Outcomes
Engages in due diligence with investment managers to discuss improving client outcomes through portfolio diversification and different income approaches.
Retirement & Estate Planning
A core area of his financial counsel, supported by his ongoing pursuit of Certified Financial Planner and Chartered Life Underwriter certifications.
Portfolio Management
Offers experienced counsel on portfolio construction and risk management to a diverse clientele, including both individuals and businesses.

Media Appearances

Chet Beene - Beene Wealth Management Group. Featured in Beene Wealth Management Group

See Now

Work History

6-2019
Registered Financial Advisor at Beene Wealth Management Group
5-2017 - 9-2017
Financial Advisor Assistant at UBS

Education

2015 - 2019
Bachelor of Business Administration - BBA from Baylor University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Waco Area, United States Job Level : N/A Designation : Registered Financial Advisor at Beene Wealth Management Group
URL has been copied!

Insights For Selling To Chet

During A Call Or A Meeting

DO's

  • Focus on making them comfortable before really commencing the sales motion
  • Be very observant about how they perceive the risk in the decision
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Skip mentioning details that are confusing
  • Don’t brush off their concerns, their comfort with you will go down
  • Don’t push them for a no, take the lack of yes as a no after a certain point

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chet is

  • Low-risk, adoption by others and strong collaterals matter the most to them.
  • Will you ever get a clear answer from Chet

  • They never refuse directly, they push out the decisions or just go quiet.

Insights For Deal Planning

    How fast (or slow) will Chet move?

  • They can be some of the slowest decision makers.
  • Can Chet take some risk or not?

  • They have no risk-appetite and prefer to take safe decisions.

You And Chet

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.