Eric Jia, CFP®

Editor
DISC Type : SC

International Financial Planner at Creative Planning

Sugar Land, Texas, United States

Overview

Eric has no verified overview

Personality Overview

Self-Disciplined

Skeptic

Sometimes Friendly

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Eric has no verified topics they care about

Media Appearances

Eric has no verified media appearances

Work History

5-2025
International Financial Planner at Creative Planning
1-2025 - 5-2025
Financial Solutions Advisor at Bank of America Merrill Lynch
11-2023 - 12-2024
Professional development at Career Break
12-2021 - 11-2023
Financial Solutions Advisor at Bank of America Merrill Lynch
1-2019 - 12-2021
Relationship Manager at Bank of America

Education

Bachelor of Science - BS from University of Houston, C.T. Bauer College of Business
CFP Track from Bryant University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Sugar Land, Texas, United States Job Level : N/A Designation : International Financial Planner at Creative Planning
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Use a presentation with information before getting into a live product walkthrough
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Eric

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

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Eric take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Eric

Personality Compatibility


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