Eddie English, CFP®

Enthusiast
DISC Type : i

Vice President Relationship Management at Dynasty Financial Partners

Houston, Texas, United States

Overview

Eddie English is the Vice President of Relationship Management at Dynasty Financial Partners, where he serves as the main liaison for client firms. A Certified Financial Planner (CFP®), he focuses on driving business growth, leading strategic initiatives, and coaching firm leaders to enhance profitability and operational efficiency within the wealth management sector.

Personality Overview

Amiable & Agreeable

Non-Confrontational

Consensus Focused

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

Topics They Care About

Business Growth
His role centers on driving business growth for client firms through strategic initiatives and close collaboration.
Client Development
Focuses on client development and transition management to help wealth management firms achieve their goals.
Operational Efficiency
Manages complex projects aimed at enhancing the operational efficiency and profitability of client firms.

Media Appearances

Eddie has no verified media appearances

Work History

3-2025
Vice President Relationship Management at Dynasty Financial Partners
1-2022 - 12-2024
Director of Corporate Development at Arkos Global Advisors
4-2011 - 1-2022
Schwab Advisor Services, Business Development Officer, South Central Region at Charles Schwab
6-2005 - 3-2011
Vice President, Regional Wealth Advisory Consultant at MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
Wealth Management Advisor at Frost

Education

Eddie has no verified education history

More Information

Social Presence :

Prographics :

Exp : 20 Location : Houston, Texas, United States Job Level : Senior Designation : Vice President Relationship Management at Dynasty Financial Partners
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Insights For Selling To Eddie

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information
  • 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 Eddie is

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

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Eddie move?

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

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

You And Eddie

Personality Compatibility


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