Chris Bettis, CFP®, AIF®

Critic
DISC Type : C

VP, Institutional Trust- Business Development Office at First Citizens Bank

Raleigh, North Carolina, United States

Overview

Chris has no verified overview

Personality Overview

Negotiator

Objective Thinker

ROI Driven

They don’t appreciate bells and whistles unless backed by data.  They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Chris has no verified topics they care about

Media Appearances

Chris has no verified media appearances

Work History

5-2020
VP, Institutional Trust- Business Development Office at First Citizens Bank
9-2016 - 5-2020
VP, Institutional Advisor at First Citizens Bank
1-2014 - 8-2016
Vice President- Financial Services Officer at High Point Bank
12-2008 - 12-2013
Regional Vice President at John Hancock
1999 - 2008
Director of Sales at Principal Financial Group

Education

1991 - 1996
Bachelor of Science (B.S.) from Appalachian State University
2000 - 2001
Certified Financial Planner Program from Queens University of Charlotte

More Information

Social Presence :

Prographics :

Exp : 25 Location : Raleigh, North Carolina, United States Job Level : Senior Designation : VP, Institutional Trust- Business Development Office at First Citizens Bank
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t try too hard to build a relationship with them
  • Do not use very emotional or colorful language
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Chris

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Chris take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Chris

Personality Compatibility


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