Cliff Hodge, CFA

Examiner
DISC Type : cs

RIA Advisory Board Member at Capital Group

Huntersville, North Carolina, United States

Overview

Cliff has no verified overview

Personality Overview

Status Quo Seeker

Unexpressive

Process Oriented

They are thorough and always follow a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Cliff has no verified topics they care about

Media Appearances

Cliff has no verified media appearances

Work History

1-2024
RIA Advisory Board Member at Capital Group
1-2020
Chief Investment Officer at Cornerstone Wealth Group, LLC
4-2018 - 1-2020
Director of Investments at Cornerstone Wealth Group, LLC
7-2015 - 4-2018
Equity Research Analyst at FinTrust Brokerage Services
7-2015 - 4-2018
Portfolio Manager at FinTrust Capital Advisors, LLC

Education

Family Office Wealth Management from Harvard Business School
2011 - 2013
MBA from Darla Moore School of Business at the University of South Carolina

More Information

Social Presence :

Prographics :

Exp : 12 Location : Huntersville, North Carolina, United States Job Level : Leadership Designation : RIA Advisory Board Member at Capital Group
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Insights For Selling To Cliff

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • 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 Cliff is

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

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

Insights For Deal Planning

    How fast (or slow) will Cliff move?

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

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

You And Cliff

Personality Compatibility


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