Heath Henig

Evaluator
DISC Type : cds

Financial Advisor, Associate Vice President at Morgan Stanley

Greater Birmingham, Alabama Area, United States

Overview

Heath has no verified overview

Personality Overview

Quality Focused

Fast But Analytical

Hard To Convince

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

Topics They Care About

Heath has no verified topics they care about

Media Appearances

Heath has no verified media appearances

Work History

8-2021
Financial Advisor, Associate Vice President at Morgan Stanley
5-2016 - 8-2021
Senior Financial Advisor at Merrill Lynch

Education

1995 - 1999
Bachelor's Degree - Finance from Auburn University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Greater Birmingham, Alabama Area, United States Job Level : Senior Designation : Financial Advisor, Associate Vice President at Morgan Stanley
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Insights For Selling To Heath

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heath is

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

  • 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 Heath move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Heath 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 Heath

Personality Compatibility


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