Heath Walz, CRPC™

Inquirer
DISC Type : cd

Edward Jones Associate at Edward Jones

Round Rock, Texas, United States

Overview

Heath Walz is a Financial Advisor with Edward Jones in Round Rock, TX, where he applies his prior experience as an educator to his financial practice. He holds a bachelors degree from Texas State University and focuses on building personal relationships to help clients achieve their long-term financial goals, specializing in wealth and retirement savings strategies.

As a long-time resident of the Round Rock community, Heath is committed to his local area. He enjoys spending time with his family, fishing, and playing golf. His personal interests also include following baseball and football, reflecting a deep connection to both family and popular sports.

Before his career in finance, Heath served the community as the School Principal at Ridgeview Middle School.

Personality Overview

Demanding

Hard To Convince

Upfront

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact.

Topics They Care About

Financial Education
Leverages his extensive background as a school principal to ensure clients have a deep understanding of their unique financial needs and investment strategies.
Retirement Planning
Focuses on developing specific, long-term retirement savings strategies to help families and individuals work toward their financial future.
Wealth Strategies
Specializes in wealth strategies and portfolio reviews, helping clients protect and grow their financial futures through tailored investment approaches.

Media Appearances

Heath Walz, Financial Advisor - Edward Jones. Featured in Edward Jones

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Work History

7-2022
Edward Jones Associate at Edward Jones
9-2021 - 7-2022
School Principal at Ridgeview Middle School
6-2018 - 1-2022
Associate Principal at Cedar Ridge High School
10-2012 - 6-2018
Assistant Principal at Westwood High School
11-2003 - 10-2012
Teacher/Coach at Stony Point High School

Education

1998 - 2001
Bachelor's degree from Texas State University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Round Rock, Texas, United States Job Level : N/A Designation : Edward Jones Associate at Edward Jones
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Insights For Selling To Heath

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Refer to testimonials from others in similar positions
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Heath is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Heath

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Heath move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Heath take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Heath

Personality Compatibility


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