Chris Nichols, MBA

Questioner
DISC Type : c

Independent Financial Advisor at Stone Hill Financial

Dublin, Pennsylvania, United States

Overview

Chris is a financial advisor at Stone Hill Financial with over 20 years of experience, specializing in holistic financial planning for families and small businesses. He holds an MBA in Finance from La Salle University and leverages his expertise to design custom wealth management strategies.

Outside of work, Chris is a dedicated family man who enjoys spending time with his wife and three children. He is an avid golfer and fisherman and relaxes at the New Jersey Shore. He has a passion for mentoring college football athletes on their journey to the NFL.

He volunteers on the Finance Committee for his local church.

Personality Overview

Price-Sensitive

Value Seeker

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to analyze every situation thoroughly.


Topics They Care About

Athlete Financial Education
For several years, he has run educational sessions for college athletes at TEST Football Academy who are working to get into the NFL, discussing financial management.
High-Net-Worth Strategies
He actively seeks insights into the unique financial challenges that high-net-worth individuals face, attending events like the HNW Symposium hosted by AssetMark.
Pro Football Networking
He frequently attends the NFL Combine to build relationships with coaches, player agents, and other professionals within the college and pro football community.

Media Appearances

Chris has no verified media appearances

Work History

1-2018
Independent Financial Advisor at Stone Hill Financial
4-2009 - 11-2017
Director, Business Development and Strategic Partner Relations at Hornor Townsend & Kent
3-2006 - 3-2009
Director, Marketing and Training Programs at Hornor Townsend & Kent

Education

Bachelor of Arts from University of Massachusetts Amherst
Master of Business Administration - MBA from La Salle University

More Information

Social Presence :

Prographics :

Exp : 19 Location : Dublin, Pennsylvania, United States Job Level : N/A Designation : Independent Financial Advisor at Stone Hill Financial
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Chris

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Chris take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Chris

Personality Compatibility


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