Herbert Kyles, CFP®

Judge
DISC Type : Dc

VP, Wealth Advisor at Farther

Denver Metropolitan Area, United States

Overview

Herbert Kyles is a VP and Wealth Advisor at Farther, where he leverages over a decade of experience as a CERTIFIED FINANCIAL PLANNER®. He specializes in creating wealth strategies for executives, families, and mission-driven organizations, particularly in the tech and healthcare sectors. Colleagues and peers have described him as "flawless" and "highly regarded. "

Outside of his professional life, Herbert was a collegiate ice hockey player at Framingham State University. He enjoys staying active and exploring new destinations with his wife, reflecting a passion for travel and an active lifestyle.

Unique fact: Herbert was a goalie for the Framingham State University mens ice hockey team.

Personality Overview

Generally Skeptic

Fast But Wary

Demanding

They like to move fast and expect the same from others.  They are not always relationship oriented. They respond well to strong and respectful communication.

Topics They Care About

Multi-Generational Wealth
Focuses on building and managing wealth for individuals, families, and executives with a long-term, multi-generational perspective.
Mission-Driven Investing
His work involves supporting mission-driven organizations and impact foundations, aligning financial strategies with social causes.
Equity Compensation
Specializes in helping tech and healthcare professionals navigate and maximize their equity compensation as part of their overall wealth plan.

Media Appearances

Herbert has no verified media appearances

Work History

5-2024
VP, Wealth Advisor at Farther
11-2020 - 5-2024
VP, Financial Consultant at Charles Schwab
9-2018 - 11-2020
VP, Financial Consultant at Santander Bank, N.A.
5-2014 - 9-2018
Financial Planner at AspenCross Wealth Management, Inc.

Education

Bachelor of Science (B.S.) from Framingham State University
Education details unavailable from Johnson County Community College

More Information

Social Presence :

Prographics :

Exp : 11 Location : Denver Metropolitan Area, United States Job Level : Senior Designation : VP, Wealth Advisor at Farther
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Insights For Selling To Herbert

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Be respectful but crisp

DONT's

  • Avoid being too verbose
  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Herbert is

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

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

Insights For Deal Planning

    How fast (or slow) will Herbert move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Herbert take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Herbert

Personality Compatibility


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