Hristo (Chris) Sotirov CIMA®, ChFC®, CFP®

Doer
DISC Type : ds

Financial Advisor at Edward Jones

Las Vegas Metropolitan Area, United States

Overview

Hristo (Chris) Sotirov is a Financial Advisor at Edward Jones, holding CIMA®, ChFC®, and CFP® designations. He partners with professionals and families on long-term financial goals like retirement and estate planning, drawing on his finance degree from the University of National and World Economy.

He lives in The Woodlands, Texas, with his wife, Tsvety, and their son, Victor. Outside of work, he enjoys spending time with his family, traveling, playing tennis, and is also an avid reader.

Originally from Bulgaria, Chris is fluent in the Bulgarian language.

Personality Overview

Risk-Accepting

Deliberate Doer

Long-term Focused

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Retirement Strategy
He frequently advises clients on developing robust retirement savings strategies to help them live comfortably after they stop working.
Career Transition Support
Offers guidance to individuals affected by layoffs or corporate restructuring, demonstrating empathy for those facing career uncertainty.
Holistic Financial Planning
He coordinates with CPAs and Estate Planning Attorneys to ensure all aspects of a client's financial future are addressed.

Media Appearances

Hristo has no verified media appearances

Work History

11-2016
Financial Advisor at Edward Jones

Education

Bachelor of Science in Accounting and Finance from University of National and World Economy

More Information

Social Presence :

Prographics :

Exp : 9 Location : Las Vegas Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
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Insights For Selling To Hristo (Chris)

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Hristo (Chris) is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Hristo (Chris)

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Hristo (Chris) move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Hristo (Chris) take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Hristo (Chris)

Personality Compatibility


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