Kenneth Reeves, Financial Advisor, MPA, RFC, CAS

Questioner
DISC Type : c

Financial Advisor at Apex Financial Group LLC.

Anniston, Alabama, United States

Overview

Kenneth has no verified overview

Personality Overview

Price-Sensitive

Not Easily Convinced

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Kenneth has no verified topics they care about

Media Appearances

Kenneth has no verified media appearances

Work History

10-2025
Financial Advisor at Apex Financial Group LLC.
11-2015
Founder / CEO at Apex Financial Group LLC.
3-2021
Host / Retirement Max Radio at Retirement Max Radio
11-2025
Product Promotion and Testing (Consultant) at Primos Hunting
11-2015 - 11-2016
Agent at New York Life Insurance Company

Education

Bachelor of Science (B.S.) from Jacksonville State University
2010 - 2013
Master of Public Administration (M.P.A.) from Jacksonville State University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Anniston, Alabama, United States Job Level : Leadership Designation : Financial Advisor at Apex Financial Group LLC.
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Insights For Selling To Kenneth

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kenneth is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kenneth

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kenneth move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kenneth take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Kenneth

Personality Compatibility


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