Chris Whiting, MBA, CFP®

Examiner
DISC Type : cs

Director of Sales & Marketing at Benjamin F. Edwards & Co.

St Louis, Missouri, United States

Overview

Chris has no verified overview

Personality Overview

Process Oriented

Overcautious

Status Quo Seeker

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach.

Topics They Care About

Chris has no verified topics they care about

Media Appearances

Chris has no verified media appearances

Work History

9-2018
Director of Sales & Marketing at Benjamin F. Edwards & Co.
11-2015 - 9-2018
Sr. Director, Advisory Relationship Management at Advent / Black Diamond
4-2011 - 9-2015
Chief Operating Officer / Equity Partner at Moneta Group
First Vice President, Manager of Application Strategy and Client Engagement at Wells Fargo Advisors, LLC

Education

Master of Business Administration (MBA) from John Cook School of Business at Saint Louis University
Bachelor of Science (BS) from Saint Louis University

More Information

Social Presence :

Prographics :

Exp : 15 Location : St Louis, Missouri, United States Job Level : Mid-senior Designation : Director of Sales & Marketing at Benjamin F. Edwards & Co.
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Chris

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Chris take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Chris

Personality Compatibility


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