Rich Thompson

Examiner
DISC Type : sc

Financial Services Representative at The Thompson Investment Group

Sherman, Texas, United States

Overview

Rich Thompson is a seasoned Financial Advisor with The Thompson Investment Group, affiliated with MML Investors Services. His career in financial services began in 1990, and he holds a Bachelor of Business Administration from The University of Texas at Austin. He focuses on creating comprehensive, long-term financial plans for his clients.

Outside of his professional work, Rich is involved in his local community, serving as the volunteer Treasurer for his Home Owners Association. He has a background as a collegiate athlete, having played baseball while attending university, suggesting a strong interest in sports and teamwork.

Unique fact: Rich was drafted by the Atlanta Braves in the 6th round of the 1982 Major League Baseball draft.

Personality Overview

Tough To Convince

Status Quo Seeker

Late Adopter

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are always well-planned and adopt a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Tax-Efficient Investing
He frequently shares strategies like tax-loss harvesting and tax deferral to help clients minimize liabilities and compound savings more efficiently.
Business Financing
Advises business owners on securing flexible financing solutions tailored to their company's unique needs for growth.
AI in Finance
He discusses the impact of artificial intelligence on the financial sector, stressing the need for a trusted professional to navigate new trends.

Media Appearances

Meet Rich Thompson – Financial Services Representative at The Thompson Investment Group. Featured in The Thompson Investment Group (richthompsoninvestments.com)

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Work History

9-2016
Financial Services Representative at The Thompson Investment Group
8-1991
Financial Advisor for The Thompson Investment Group at The Thompson Investment Group
8-1991
Financial Advisor, Financial Services Representative at MetLife

Education

8-1979 - 5-1986
Bachelor's degree from The University of Texas at Austin
1979 - 1982
Bachelor of Business Administration (BBA) from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 34 Location : Sherman, Texas, United States Job Level : Junior Designation : Financial Services Representative at The Thompson Investment Group
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Insights For Selling To Rich

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rich is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Rich

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

Insights For Deal Planning

    How fast (or slow) will Rich move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Rich take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Rich

Personality Compatibility


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