Justin Hamlin, CFP ®, AEP ®

Examiner
DISC Type : sc

Partner at HFS Wealth Advisors LLC

Cleveland, Ohio, United States

Overview

Justin has no verified overview

Personality Overview

Late Adopter

Tough To Convince

Overcautious

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Justin has no verified topics they care about

Media Appearances

Justin has no verified media appearances

Work History

12-2024
Partner at HFS Wealth Advisors LLC
5-2016
Client Advisor at HFS Wealth Advisors LLC
5-2014 - 5-2016
Client Advisement Intern at HFS Wealth Advisors LLC
5-2016
Delta Sigma Pi member at Miami University
12-2014 - 1-2015
Study Abroad Student at Farmer School of Business Study Abroad Program

Education

2012 - 2016
Finance from Miami University
2017 - 2018
Certificate in Financial Planning from University of Akron

More Information

Social Presence :

Prographics :

Exp : 11 Location : Cleveland, Ohio, United States Job Level : N/A Designation : Partner at HFS Wealth Advisors LLC
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Insights For Selling To Justin

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Justin is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Justin

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Justin move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Justin take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Justin

Personality Compatibility


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