Chris Urness, CFP® ChFC® AAMS®

Sharpshooter
DISC Type : CD

CEO / Wealth Advisor at FocalPoint Wealth Management

Phoenix, Arizona, United States

Overview

Chris has no verified overview

Personality Overview

Rigorous & Demanding

ROI Driven

Fast But Analytical

They respond better to strong and respectful interactions.  They put a lot of effort into ensuring personal success. They like to stay in control of the negotiation or defining of the terms.

Topics They Care About

Chris has no verified topics they care about

Media Appearances

Chris has no verified media appearances

Work History

2-2016
CEO / Wealth Advisor at FocalPoint Wealth Management
4-2007 - 1-2016
Financial Advisor at Waddell & Reed
4-2002 - 4-2007
Financial Advisor at First Command Financial Services
12-1994 - 3-2002
Naval Officer - Submarine Force at US Navy

Education

1990 - 1994
B.S. Mechanical Engineering from Purdue University
2000 - 2002
Master of Engineering Management from Old Dominion University

More Information

Social Presence :

Prographics :

Exp : 31 Location : Phoenix, Arizona, United States Job Level : Leadership Designation : CEO / Wealth Advisor at FocalPoint Wealth Management
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Be respectful but crisp

DONT's

  • Don't try too hard to forge relationships with them
  • Do not spend too much time focusing on product tech or features
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Chris

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • If convinced, they can reach decisions quite fast.
  • Can Chris take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Chris

Personality Compatibility


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