Cory Siegfried

Enthusiast
DISC Type : i

Chief Client Officer at RISR

Wayne, Pennsylvania, United States

Overview

Cory Siegfried is the Co-Founder and Chief Client Officer at RISR, a software company enhancing relationships between financial firms and business owners. His experience includes roles at Envestnet and Apprise Labs, and he holds an MBA from Villanova University. Colleagues describe him as driven, confident, and humble.

Cory has a background in competitive sports, having been a captain of the varsity lacrosse team during his time at the University of Virginia. This experience in a high-performance team environment likely informs his professional leadership style and focus on collaborative success.

Unique fact: Cory was a Division I collegiate athlete, serving as a captain for the University of Virginia mens lacrosse team.

Personality Overview

Non-Confrontational

Optimistic

Amiable & Agreeable

They agree with others often, so exercise caution when relying on their word.  They are more about building relationships than just cutting deals. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Advisory Technology
As a co-founder of RISR, he is focused on building software solutions that empower financial advisors to better serve their clients.
Business Owner Planning
His work at RISR centers on helping advisors assist business owners with exit planning and creating lasting financial legacies.
Deepening Client Relationships
He emphasizes using technology to help advisors connect with business owners on a deeper, more personal level beyond just the finances.

Media Appearances

RISR Marks Successful Launch With Capital Raise and Early Momentum. Featured in Business Wire

See Now

Work History

7-2025
Chief Client Officer at RISR
2-2024 - 7-2025
Chief Operations Officer at RISR
4-2022 - 1-2024
Senior Business Operations Analyst at Envestnet, Inc
4-2021 - 3-2022
Wealth Solutions at Envestnet, Inc
9-2019 - 3-2021
Sales VP at Apprise Labs, LLC

Education

2008 - 2012
BS from University of Virginia
2012 - 2014
Master of Business Administration (MBA) from Villanova University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Wayne, Pennsylvania, United States Job Level : Leadership Designation : Chief Client Officer at RISR
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Insights For Selling To Cory

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cory is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Cory

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Cory move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Cory take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Cory

Personality Compatibility


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