Matt Harrington

Examiner
DISC Type : cs

Hour Bank Administrator at VistaCore

El Dorado Hills, California, United States

Overview

Matt Harrington is the President of Benefit Resources, Inc. , a premier retirement plan Third Party Administrator (TPA). Leveraging his education from the University of California, Davis, he specializes in creative retirement plan design and legislation. He holds QKC and LEED, AP certifications, highlighting a diverse skill set.

He maintains a connection to his professional community and alma mater, showing interest in organizations like WestHill Financial Advisors and the University of California, Davis.

His LEED, AP certification is unique for the financial industry, suggesting a distinct interest in sustainable building practices alongside retirement planning.

Personality Overview

Process Oriented

Tough To Convince

Overcautious

Being observant comes to them naturally.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Creative Retirement Plans
He prides himself on his knowledge of retirement plan legislation, which allows him to recommend creative and tax-beneficial plan designs for his clients.
SECURE 2. 0 Act
He actively shares updates and analyses of recent legislation like the SECURE 2. 0 Act, indicating its importance to his clients and his business.
Employee Retention
He frames retirement plans not just as a financial tool but as an effective strategy for companies to improve employee retention.

Media Appearances

Matt has no verified media appearances

Work History

1-2014 - 11-2019
Hour Bank Administrator at VistaCore
6-2013
President at Benefit Resources

Education

2004 - 2007
Bachelor of Applied Science (B.A.Sc.) from University of California, Davis

More Information

Social Presence :

Prographics :

Exp : N/A Location : El Dorado Hills, California, United States Job Level : N/A Designation : Hour Bank Administrator at VistaCore
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • 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 Matt 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 Matt

  • 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 Matt move?

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

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

You And Matt

Personality Compatibility


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