Eric Post

Evaluator
DISC Type : cds

Financial Specialist at Pacific Advisors

Los Angeles Metropolitan Area, United States

Overview

Eric Post is a Financial Specialist at Pacific Advisors, focusing on tax strategies, business succession, wealth transfer, and estate planning. He is a graduate of California State University-San Bernardino, where he earned a Bachelors degree from the College of Business and Public Administration. His career is dedicated to guiding business owners through complex financial landscapes.

Outside of his financial practice, Eric is an avid off-road and rock crawling enthusiast. He uniquely connects this passion to his profession, comparing the need for a financial advisor to having a skilled trail guide and spotter to navigate difficult terrain. He is also interested in the automotive industry, following the Specialty Equipment Market Association (SEMA).

He equates the challenges of financial planning to navigating a tough off-road trail, emphasizing the need for an expert guide.

Personality Overview

Quality Focused

Fast But Analytical

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Business Succession
A primary focus of his practice is helping business owners create and execute exit plans, whether through retirement, transfer, or sale.
Tax Off-Set Planning
He specializes in developing tax-efficient strategies to help clients transfer wealth and manage their estates effectively.
Off-Roading & 4x4
His introduction highlights his passion for off-roading and rock crawling, which he uses as an analogy for his work.

Media Appearances

Eric Post - Pacific Advisors - Forbes. Featured in Forbes

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Robert Bukacek, Umang Patel and Eric Post earn CEPA credential. Featured in Pacific Advisors Blog

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Work History

7-2012
Financial Specialist at Pacific Advisors
7-2012
Financial Specialist at Pacific Advisors
6-2017 - 11-2021
Advanced Case Specialist at CapitalSmith Financial & Insurance Services
9-2011 - 7-2012
Financial Services Professional at MassMutual Financial Group
7-2010 - 9-2011
Unit Sales Manager at MassMutual Financial Group

Education

1991 - 1998
Bachelor's Degree from California State University-San Bernardino - College of Business and Public Administration
1987 - 1990
Diploma from San Bernardino High School

More Information

Social Presence :

Prographics :

Exp : 18 Location : Los Angeles Metropolitan Area, United States Job Level : Junior Designation : Financial Specialist at Pacific Advisors
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Eric

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Eric take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Eric

Personality Compatibility


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