Chris Graf

Examiner
DISC Type : sc

Managing Director & Private Wealth Advisor at KDK Private Wealth Management

Houston, Texas, United States

Overview

Chris has no verified overview

Personality Overview

Overcautious

Unexpressive

Tough To Convince

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Chris has no verified topics they care about

Media Appearances

Chris has no verified media appearances

Work History

4-2021
Managing Director & Private Wealth Advisor at KDK Private Wealth Management
4-2013 - 3-2021
Vice President at Kanaly Trust, LTA
4-2013 - 3-2021
Regional Vice President at Mercer Advisors
10-2003 - 1-2013
Vice President, Private Client Advisor at Bernstein Global Wealth Management
1-2001 - 5-2003
Natural Gas Marketer and Account Manager at Texex Energy Partners, L.P

Education

1994 - 1999
BA from The University of Texas at Austin
Education details unavailable from The Kinkaid School

More Information

Social Presence :

Prographics :

Exp : 26 Location : Houston, Texas, United States Job Level : Mid-senior Designation : Managing Director & Private Wealth Advisor at KDK Private Wealth Management
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Chris

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Chris take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Chris

Personality Compatibility


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