James Robert Horn, CRPC CLTC

Captain
DISC Type : DS

Founder & Wealth Advisor at Matterhorn Private Wealth

Buffalo-Niagara Falls Area, United States

Overview

James has no verified overview

Personality Overview

Output-Driven

Long-Term Thinker

Dynamic But Sincere

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

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

1-2025
Founder & Wealth Advisor at Matterhorn Private Wealth
10-2019 - 1-2025
Director, Financial Planning at Edelman Financial Engines
12-2015 - 1-2025
Senior Vice President, Financial Planning at Edelman Financial Engines
1-2013 - 12-2015
Wealth Management Advisor at TIAA-CREF
1-2011 - 1-2013
Financial Consultant at M&T Securities

Education

1995 - 1999
Bachelor of Science from St. John Fisher University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Buffalo-Niagara Falls Area, United States Job Level : Leadership Designation : Founder & Wealth Advisor at Matterhorn Private Wealth
URL has been copied!

Insights For Selling To James Robert

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Avoid putting conscious effort into relationship-building
  • 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 James Robert 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 James Robert

  • 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 James Robert move?

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

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

You And James Robert

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.