Matthew Hurley

Enthusiast
DISC Type : i

Financial Advisor at Hurley Wealth Management

San Diego, California, United States

Overview

Matthew has no verified overview

Personality Overview

Amiable & Agreeable

Story Driven

Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They are more about building relationships than just cutting deals.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

3-2020
Financial Advisor at Hurley Wealth Management
9-2015 - 3-2020
Senior Vice President - Investments at Wells Fargo Advisors
10-2005 - 9-2015
Senior Director - Investments at Oppenheimer & Co. Inc.
10-1999 - 10-2005
Senior Vice President at Merrill Lynch
10-1992 - 10-1999
Senior Vice President at Prudential Securities

Education

B.S. from Arizona State University

More Information

Social Presence :

Prographics :

Exp : 33 Location : San Diego, California, United States Job Level : N/A Designation : Financial Advisor at Hurley Wealth Management
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Matthew

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Matthew take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Matthew

Personality Compatibility


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