Patrick Huey CFP, CAP, ATP

Inquirer
DISC Type : dc

Owner, Principal Advisor at Victory Independent Planning

United States

Overview

Patrick has no verified overview

Personality Overview

Hard To Convince

Demanding

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Topics They Care About

Patrick has no verified topics they care about

Media Appearances

Patrick has no verified media appearances

Work History

12-2016
Owner, Principal Advisor at Victory Independent Planning
8-2015 - 11-2016
Wealth Advisor at Raymond James Financial Services, Inc. at OnPoint Community Credit Union
1-2010 - 8-2015
Financial Advisor at CUSO Financial Services, LP
9-2006 - 1-2010
Investment Counselor at Fisher Investments
6-2005 - 6-2006
Financial Advisor at UBS

Education

2007 - 2009
Masters from W. P. Carey School of Business – Arizona State University
2009 - 2011
Certificate from Boston University

More Information

Social Presence :

Prographics :

Exp : 20 Location : United States Job Level : N/A Designation : Owner, Principal Advisor at Victory Independent Planning
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that you you respond to any queries from them quickly
  • Stress on the business value that your product offers

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Patrick

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • Their decision making speed is somewhere in the middle.
  • Can Patrick take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Patrick

Personality Compatibility


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