Eric Stiba

Commander
DISC Type : D

Financial Advisor at Stiba Wealth Management

Waco, Texas, United States

Overview

Eric Stiba is a Financial Advisor and founder of Stiba Wealth Management Group in Waco, TX, with over 15 years of industry experience. A Texas Tech University graduate with a BBA in Finance, his practice focuses on holistic financial planning, leveraging his Series 7, 63, and 65 licenses.

As a Waco native, Eric is involved in his local community, having supported institutions like McLennan Community College. He is an alumnus of Texas Tech University and maintains an interest in the school.

His primary professional focus is on Holistic Financial Planning, allowing him to fill gaps in client portfolios.

Personality Overview

Very Quick

Candid & Clear

Strong-Willed

They do not care very much about building rapport or relationships.  They respond better to strong and respectful interactions. They like to stay in control of the negotiation or defining of the terms.

Topics They Care About

Holistic Financial Planning
This is the main focus of his practice, aiming to create comprehensive strategies that address all aspects of a client's financial needs.
Market Analysis
He regularly shares insights on economic growth, inflation, market returns, and Federal Reserve decisions with his network.
Financial Literacy
Shares practical advice with his audience on topics like disciplined spending habits and budgeting to encourage financial wellness.

Media Appearances

Eric has no verified media appearances

Work History

6-2008
Financial Advisor at Stiba Wealth Management

Education

Bachelor's degree from Texas Tech University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Waco, Texas, United States Job Level : N/A Designation : Financial Advisor at Stiba Wealth Management
URL has been copied!

Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Speak about competitive differentiation that your product offers

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Do not spend too much time focusing on product tech or features
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Eric

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • If convinced, they can reach decisions quite fast.
  • Can Eric take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Eric

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.