Robert Eberhardt, CFP

Questioner
DISC Type : c

President, CEO at K2K Associates, Inc.

Oswego, Illinois, United States

Overview

Robert Eberhardt is the President and CEO of K2K Associates, a business consulting firm he has led for over two decades. A Certified Financial Planner with a finance degree from Northern Illinois University, he specializes in practice management and growth for financial services firms. People often call him enthusiastic, creative, and a diligent professional.

Beyond his consulting work, Robert has diverse entrepreneurial and community interests. He previously served as President of Top Notch Kennels, indicating a passion for animals. His service as a Finance & Operations Committee Member for a local school district highlights his dedication to community involvement and education.

Unique fact: Robert holds a federal trademark for a turnkey sales and marketing program he developed for financial advisers.

Personality Overview

Not Easily Convinced

Systematic

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Business Growth
His firm, K2K Associates, focuses on coaching businesses, particularly insurance agencies and financial practices, to achieve a fun and profitable work environment.
Financial Planning
As a Certified Financial Planner (CFP), he has extensive expertise in the field and has developed training programs for bank brokerage programs in Chicago.
Sales & Marketing
He holds a federal trademark for a program combining sales, marketing, and seminars for financial advisers and lists these as core areas of expertise.

Media Appearances

Robert has no verified media appearances

Work History

1-2000
President, CEO at K2K Associates, Inc.
1-2012
CFP at PRINCIPAL SECURITIES, INC.
5-2005 - 10-2023
President at Top Notch Kennels
8-2017 - 10-2022
Finance & Operations Committee Member at Community Unit School District 308
10-2000 - 10-2008
Regional Director of Sales at Zurich Financial Services

Education

1987 - 1992
Bachelor of Science (BS) from Northern Illinois University
1983 - 1987
Education details unavailable from Glenbard West

More Information

Social Presence :

Prographics :

Exp : 22 Location : Oswego, Illinois, United States Job Level : Leadership Designation : President, CEO at K2K Associates, Inc.
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Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Robert

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Robert take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Robert

Personality Compatibility


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