Randall Ruger

Evaluator
DISC Type : scd

Financial Advisor at Edward Jones

New York City Metropolitan Area, United States

Overview

Randall Ruger is a veteran Financial Advisor at Edward Jones with 27 years of experience helping clients achieve their financial goals. He holds a BS in Mechanical Engineering from Bucknell University and an MBA from the University of Denver, showcasing a unique blend of analytical and financial expertise.

Randall focuses on developing comprehensive, long-term financial strategies. He often partners with other professionals, including CPAs and attorneys, to ensure all aspects of his clients financial futures are addressed, from retirement to estate planning.

Unique fact: He began his academic career with a degree in Mechanical Engineering before transitioning into the world of finance.

Personality Overview

Quality Focused

Thorough Evaluator

Hard To Convince

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Retirement Planning
His practice centers on creating and implementing strategies to help individual investors plan for a secure retirement.
Holistic Financial Strategy
He coordinates with CPAs and estate planning attorneys, indicating a belief in a comprehensive approach to financial wellness.
Financial Advisor Recruiting
He has been involved in hosting events for prospective Edward Jones Financial Advisors, showing an interest in talent development.

Media Appearances

Randall has no verified media appearances

Work History

3-2009
Financial Advisor at Edward Jones

Education

1973 - 1974
MBA from University of Denver
1966 - 1970
BS Mechanical Engineering from Bucknell University

More Information

Social Presence :

Prographics :

Exp : 16 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
URL has been copied!

Insights For Selling To Randall

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Randall is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Randall

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Randall move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Randall take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Randall

Personality Compatibility


Other Edward Jones Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.