Rich Hinesley, CFP®

Evaluator
DISC Type : Dcs

Assistant Vice President at Raymond James

Greenwood, Indiana, United States

Overview

Rich is an Associate Vice President of Wealth Management at Raymond James with over 23 years of experience in financial services. A Certified Financial Planner®, he specializes in comprehensive financial planning and holds a degree in liberal arts from Indiana University, Indianapolis.

Outside of the office, Rich is a family man based in Greenwood, Indiana, where he lives with his wife, Stephanie. He enjoys spending his free time traveling, backpacking, and being with his four children, three grandchildren, and two dogs.

He has a passion for the outdoors and enjoys backpacking.

Personality Overview

Fast But Analytical

Thorough Evaluator

Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  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

Topics They Care About

Comprehensive Financial Planning
As a CFP®, his practice focuses on creating comprehensive wealth management plans for families, business owners, and pre-retirees to help them pursue their financial goals.
Retirement Planning
A key focus of his practice is guiding clients through major life milestones, with a special emphasis on helping pre-retirees and retirees manage their wealth.
Backpacking & Travel
His official biography lists traveling and backpacking as personal interests he enjoys when not in the office.

Media Appearances

Rich has no verified media appearances

Work History

6-2024
Assistant Vice President at Raymond James
7-2018 - 6-2024
Financial Advisor at Huntington Financial Advisors
9-2014 - 6-2024
Investment Team Leader at Huntington Investment Company

Education

Rich has no verified education history

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greenwood, Indiana, United States Job Level : Senior Designation : Assistant Vice President at Raymond James
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Insights For Selling To Rich

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • 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

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rich is

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

  • 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 Rich move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Rich 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 Rich

Personality Compatibility


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