Kevin Taube, CFA, CRPC

Examiner
DISC Type : sc

Partner, Managing Director, Wealth Manager at Steward Partners Global Advisory

Manchester, New Hampshire, United States

Overview

Kevin has no verified overview

Personality Overview

Status Quo Seeker

Late Adopter

Tough To Convince

They are always well-planned and adopt a systematic approach.  They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Kevin has no verified topics they care about

Media Appearances

Kevin has no verified media appearances

Work History

11-2019
Partner, Managing Director, Wealth Manager at Steward Partners Global Advisory
10-2006 - 11-2019
Wealth Management Advisor at Merrill Lynch
9-1999 - 4-2006
Partner at Arrowstreet Capital
1-1996 - 9-1999
Marketing Manager at PanAgora Asset Management
6-1994 - 1-1996
Senior Trust Specialist at Mellon Financial

Education

1990 - 1994
BS from UNH Peter T. Paul College of Business and Economics

More Information

Social Presence :

Prographics :

Exp : 31 Location : Manchester, New Hampshire, United States Job Level : Mid-senior Designation : Partner, Managing Director, Wealth Manager at Steward Partners Global Advisory
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Kevin

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Kevin take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Kevin

Personality Compatibility


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