Elliot Herman, CFP, CPA

Critic
DISC Type : C

Executive Director, Financial planner at Edelman Financial Engines

Quincy, Massachusetts, United States

Overview

With over 25 years in financial services, Elliot Herman is an Executive Director and Financial Planner at Edelman Financial Engines. He holds both CFP and CPA designations and earned an MBA from Northeastern University, specializing in providing tailored financial guidance and sophisticated investment strategies to his clients.

Elliot is an active volunteer, serving as a board member for One Family, Inc. , and providing financial coaching to cancer patients at Dana Farber. He enjoys staying physically and mentally active through sports, word games, and exploring new places with his family in Massachusetts.

Unique fact: Elliot once co-wrote a song with a musician who won Best New Artist in Boston.

Personality Overview

Information Seeker

Precise

ROI Driven

They choose to analyze logically and value facts to emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Holistic Financial Planning
His work focuses on connecting all aspects of a client's financial life to provide clarity and achieve long-term goals, incorporating investments, tax, and alternative strategies.
Private Market Investing
He has publicly shared content highlighting the importance of private assets in expanding investment options for clients as the number of public companies shrinks.
Community Involvement
Serves on the board of One Family, Inc. , and volunteers his financial expertise to cancer patients, showing a deep commitment to non-profit work and charitable giving.

Media Appearances

Elliot Herman - Edelman Financial Engines (Executive Director, Financial Planner). Featured in TheOrg

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Work History

11-2023
Executive Director, Financial planner at Edelman Financial Engines
3-2000 - 11-2023
Chief Investment Officer, Partner at PRW Wealth Management
6-1997 - 11-1999
Business Development Manager at Loomis, Sayles & Company
6-1993 - 6-1997
Assistant Controller at Loomis, Sayles & Company
10-1989 - 5-1993
Senior Associate at Coopers & Lybrand

Education

6-1988 - 9-1989
Master of Business Administration - MBA from D'Amore-McKim School of Business at Northeastern University
BA from Brandeis University

More Information

Social Presence :

Prographics :

Exp : 35 Location : Quincy, Massachusetts, United States Job Level : Senior Designation : Executive Director, Financial planner at Edelman Financial Engines
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Insights For Selling To Elliot

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elliot is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Elliot

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Elliot move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Elliot take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Elliot

Personality Compatibility


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