Henry Wideman, CFP®

Examiner
DISC Type : cs

Vice President and Partner at Cahaba Wealth Management, Inc.

Birmingham, Alabama, United States

Overview

Henry has no verified overview

Personality Overview

Late Adopter

Unexpressive

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Henry has no verified topics they care about

Media Appearances

Henry has no verified media appearances

Work History

3-2012
Vice President and Partner at Cahaba Wealth Management, Inc.
11-1998 - 3-2012
Financial Planner at Creative Financial Group (Synovus Company)

Education

Bachelor's degree from The University of Alabama

More Information

Social Presence :

Prographics :

Exp : 27 Location : Birmingham, Alabama, United States Job Level : Senior Designation : Vice President and Partner at Cahaba Wealth Management, Inc.
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Insights For Selling To Henry

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Henry is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Henry

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Henry move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Henry take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Henry

Personality Compatibility


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