Eric Talbott

Energizer
DISC Type : I

Relationship Manager at Apollon Wealth Management, LLC

Crystal Lake, Illinois, United States

Overview

A solutions-driven Relationship Manager at Apollon Wealth Management with over a decade of experience in financial services. He brings a unique blend of client-facing skills and technical expertise, having developed custom Python tools to automate workflows. He holds a Master of Arts from Roosevelt University.

His professional focus is on transforming financial services through technology, data, and client-centric strategies, with deep knowledge of platforms like Redtail, PortfolioCenter, and eMoney.

He uniquely bridges the gap between technical development and client relationship management by building his own Python automation tools for financial workflows.

Personality Overview

Full Of Energy

Big Picture Person

Informal

They are always positive and upbeat, so take their promises with a pinch of salt.  They are friendly, approachable and love to make new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

FinTech Automation
Develops custom Python tools to streamline financial workflows, demonstrating a passion for improving operational efficiency through technology.
Client Experience
Specializes in client relationship management and service excellence, with a history of leading service delivery for high-value clients and driving platform adoption.
Wealth Management Tech
Possesses deep knowledge of key industry platforms, including Redtail, PortfolioCenter, Riskalyze, and AdvisorPeak, focusing on technology's role in financial planning.

Media Appearances

Eric has no verified media appearances

Work History

4-2019
Relationship Manager at Apollon Wealth Management, LLC
10-2018 - 4-2019
Client Experience Service Manager at Envestnet, Inc
10-2018 - 4-2019
Service Manager at Envestnet, Inc
4-2017 - 9-2018
Trade Desk Manager at BMO Wealth Management - U.S.
4-2017 - 9-2018
Department Manager at BMO Harris Financial Advisors

Education

2012 - 2014
Master of Arts from Roosevelt University
2006 - 2007
Bachelor of Science from Columbia College

More Information

Social Presence :

Prographics :

Exp : 12 Location : Crystal Lake, Illinois, United States Job Level : Middle Designation : Relationship Manager at Apollon Wealth Management, LLC
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Share some stories about how you you have helped people in similar positions succeed
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Eric

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Eric take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Eric

Personality Compatibility


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