Kyle McLaughlin CFP, CLU, ChFC

Examiner
DISC Type : cs

Managing Director at RBC Wealth Management

Cincinnati, Ohio, United States

Overview

Kyle has no verified overview

Personality Overview

Status Quo Seeker

Tough To Convince

Late Adopter

They are always well-planned and adopt a systematic approach.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Kyle has no verified topics they care about

Media Appearances

Kyle has no verified media appearances

Work History

2024
Managing Director at RBC Wealth Management
2013 - 2024
Senior Vice President at Morgan Stanley
2008 - 2013
Senior Vice President, Investments at Raymond James Financial, Inc.
1998 - 2008
Wealth Management Advisor at Northwestern Mutual

Education

1988 - 1992
BS/BA from Xavier University
1984 - 1988
High School Diploma from Cathedral Preparatory School & Villa Maria Academy

More Information

Social Presence :

Prographics :

Exp : 28 Location : Cincinnati, Ohio, United States Job Level : Mid-senior Designation : Managing Director at RBC Wealth Management
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

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

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle 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 Kyle

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

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

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

You And Kyle

Personality Compatibility


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