Neil B. Walters, CFP®, AAMS®

Examiner
DISC Type : cs

Financial Advisor, Chief Executive Officer at ArchPoint Wealth Advisors at Ameriprise Financial Services, LLC

Austin, Texas, United States

Overview

Neil has no verified overview

Personality Overview

Process Oriented

Unexpressive

Overcautious

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Neil has no verified topics they care about

Media Appearances

Neil has no verified media appearances

Work History

1-2005
Financial Advisor, Chief Executive Officer at ArchPoint Wealth Advisors at Ameriprise Financial Services, LLC
10-2001 - 1-2005
Investment Representative at Edward Jones

Education

2010 - 2011
Certfied Financial Planner from College for Financial Planning
2006 - 2007
Accredited Asset Management Specialist from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 24 Location : Austin, Texas, United States Job Level : Leadership Designation : Financial Advisor, Chief Executive Officer at ArchPoint Wealth Advisors at Ameriprise Financial Services, LLC
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Insights For Selling To Neil B.

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
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Neil B. is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Neil B.

  • 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 Neil B. move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Neil B. take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Neil B.

Personality Compatibility


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