Connor Koviak, CFP®

Enthusiast
DISC Type : i

Director, Financial Planning at Edelman Financial Engines

Hudson, Wisconsin, United States

Overview

Connor has no verified overview

Personality Overview

Amiable & Agreeable

Story Driven

Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Connor has no verified topics they care about

Media Appearances

Connor has no verified media appearances

Work History

10-2025
Director, Financial Planning at Edelman Financial Engines
12-2022 - 10-2025
Financial Advisor at Hasenberg Financial Group
5-2022 - 12-2022
Client Services Associate at Hasenberg Financial Group
1-2021 - 5-2022
Client Services Intern at Hasenberg Financial Group
6-2021 - 8-2021
Initiatives Intern at RBC Wealth Management

Education

2018 - 2022
Bachelor's degree from University of Wisconsin-Eau Claire
2011 - 2015
Education details unavailable from Plymouth High School

More Information

Social Presence :

Prographics :

Exp : 4 Location : Hudson, Wisconsin, United States Job Level : Mid-senior Designation : Director, Financial Planning at Edelman Financial Engines
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Insights For Selling To Connor

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Maintain high, positive energy and convey confidence
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Connor is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Connor

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Connor move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Connor take some risk or not?

  • They can take some low-probability risks if needed.

You And Connor

Personality Compatibility


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