Greg Hicks

Questioner
DISC Type : c

Vice President/Investments - Stifel at Stifel Financial Corp.

Greater Tampa Bay Area, United States

Overview

A veteran of the financial services industry since 1987, Greg Hicks is a Vice President of Investments with Stifel. His practice concentrates on business services, including retirement plans and exit strategies, as well as private wealth management and family legacy planning. He is a graduate of the College of Santa Fe.

His career in financial advisory and wealth management spans across prominent firms including Merrill Lynch, AG Edwards, and Benjamin F. Edwards & Co.

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to fully evaluate every situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Economic Insights
Frequently shares detailed economic reports and analysis, particularly concerning Fed policy and the outlook for the U. S. economy.
Retirement Planning
A core focus of both his business and private client services, indicating a deep expertise in long-term financial strategies for individuals and companies.
Family Legacy
Specializes in wealth management and legacy planning for families, helping them manage assets and prepare for the future.

Media Appearances

Greg has no verified media appearances

Work History

3-2021
Vice President/Investments - Stifel at Stifel Financial Corp.
5-2016 - 3-2021
Financial Advisor, Vice President - Investments at Benjamin F. Edwards & Co.
1-2000 - 5-2016
Wealth Management Advisor, Vice President, CRPC at Merrill Lynch Wealth Management, Bank of America Corporation
9-1996 - 1-2000
Financial Advisor at AG Edwards
7-1995 - 9-1996
Marketing Representative & Sales Manager at AXA, formerly Equitable

Education

1984 - 1986
Education details unavailable from University of Florida
1983 - 1985
Associate's Degree/College Diploma from College of Santa Fe

More Information

Social Presence :

Prographics :

Exp : 38 Location : Greater Tampa Bay Area, United States Job Level : N/A Designation : Vice President/Investments - Stifel at Stifel Financial Corp.
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Greg

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Greg take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Greg

Personality Compatibility


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