Harvey R.

Sharpshooter
DISC Type : CD

Financial Advisor at Valiant Standard Wealth Management

Rochester, New York, United States

Overview

Harvey has no verified overview

Personality Overview

Fast But Analytical

Rigorous & Demanding

Precise But Practical

They are not focused on building rapport and relationships.  They like to act fast and expect others to do the same. They are very proud of what they do.

Topics They Care About

Harvey has no verified topics they care about

Media Appearances

Harvey has no verified media appearances

Work History

1-2021
Financial Advisor at Valiant Standard Wealth Management
5-2008 - 1-2021
Financial Consultant at Xceed Financial Credit Union
Premier Relationship Mgr at HSBC
11-2002 - 8-2006
Financial Consultant at AXA Advisors
2-1999 - 11-2002
Financial Advisor at Morgan Stanley

Education

1977 - 1981
BS from Michigan State University
1974 - 1977
Diploma from Southfield-Lathrup High School

More Information

Social Presence :

Prographics :

Exp : 25 Location : Rochester, New York, United States Job Level : N/A Designation : Financial Advisor at Valiant Standard Wealth Management
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Insights For Selling To Harvey

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Get to the point quickly instead of spending time doing small talk
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t be in a rush to invite them for a social meet and greet
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Harvey is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Harvey

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Harvey move?

  • They can take decisions very fast if you manage to convince them.
  • Can Harvey take some risk or not?

  • The risks don’t matter much to them.

You And Harvey

Personality Compatibility


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