Robert Kruty

Questioner
DISC Type : c

Managing Partner at River Financial Group

Westlake, Ohio, United States

Overview

Robert Kruty is a founder and Managing Partner at River Financial Group, bringing industry experience that dates back to 1989. A University of Rochester graduate with a degree in Economics, he holds multiple FINRA certifications, including the Series 7 and 27, underlining his expertise in comprehensive financial planning for families and businesses.

Originally from Strongsville, Ohio, Robert is an active member of his community, serving on the board for the St. Malachi Center and several property owners associations. In his personal time, he enjoys boating and fishing on Lake Erie during the summer and spending time in the mountains during the winter months.

Robert combines his background as a collegiate varsity football player with a successful, decades-long career in financial services.

Personality Overview

Cautious & Analytical

Value Seeker

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Comprehensive Financial Planning
His entire practice is built around providing clients with comprehensive financial planning strategies to help them achieve their objectives.
Community Involvement
He serves on the Board for St. Malachi Center and is also on the Board of Directors for multiple local property owners' associations in Ohio and New York.
Outdoor Activities
He is an avid outdoorsman who enjoys boating and fishing on Lake Erie in the summer and being in the mountains during the winter.

Media Appearances

Robert has no verified media appearances

Work History

3-2003
Managing Partner at River Financial Group

Education

1986 - 1990
Bachelor's degree from University of Rochester
1983 - 1986
Education details unavailable from Strongsville High School

More Information

Social Presence :

Prographics :

Exp : 22 Location : Westlake, Ohio, United States Job Level : N/A Designation : Managing Partner at River Financial Group
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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
  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for 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?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Robert take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Robert

Personality Compatibility


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