Ric Kellogg, CFP®, CRPS®

Examiner
DISC Type : cs

Vice President, Financial Advisor at Hilltop Securities Inc.

Dallas-Fort Worth Metroplex, United States

Overview

Ric has no verified overview

Personality Overview

Overcautious

Process Oriented

Unexpressive

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

Topics They Care About

Ric has no verified topics they care about

Media Appearances

Ric has no verified media appearances

Work History

7-2019
Vice President, Financial Advisor at Hilltop Securities Inc.
3-2018 - 7-2019
Wealth Management Advisor at IHT Wealth Management
5-2005 - 3-2018
Wealth Management Advisor, Senior Resident Director at Merrill Lynch
12-1995 - 5-2005
Regional Vice President at Equitable
1-1995 - 10-1995
Auditor, Gas Utilities Division at Railroad Commission of Texas

Education

1991 - 1994
Bachelor of Business Administration (B.B.A.) from Texas Tech University

More Information

Social Presence :

Prographics :

Exp : 31 Location : Dallas-Fort Worth Metroplex, United States Job Level : Senior Designation : Vice President, Financial Advisor at Hilltop Securities Inc.
URL has been copied!

Insights For Selling To Ric

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • 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

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ric is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Ric

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Ric move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Ric take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Ric

Personality Compatibility


Other Hilltop Securities Inc. 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.