Robert Stein, CFA

Deputy Chief Economist at First Trust Advisors L.P.

📍 Vienna, Virginia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Experience

33 Years

Current Role

Deputy Chief Economist

Location

Vienna, Virginia, United States

Personality Overview

How Robert shows up

Communication Style

Decision Approach

Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Priorities

Topics Robert cares about

Strategic Priorities

Topic insights and context to help personalize outreach and discovery conversations.

Career

Work history

12-2006

Deputy Chief Economist

First Trust Advisors L.P.

1-2003 - 11-2006

DAS, Macroeconomic Analysis

Department of Treasury

1-2001 - 1-2003

Chief Economist

Senate Budget Committee

1-1999 - 1-2001

Subcommittee Staff Director

Senate Banking Committee

1-1996 - 1-2001

Senior Economist

Joint Economic Committee

In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.

Education

1983 - 1987

Georgetown University

1987 - 1990

The George Washington University Law School

Social presence

Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Selling to Robert?

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You are seeing a preview. The full overview, priorities, media, and the complete selling playbook are members only.

How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

Free. Takes 10 seconds. No card.

During a call or a meeting

Keep some extra margin in hand as they will likely negotiate the pricing

DON'T

Avoid rushing them, be polite and patient

Emphasize on objective proof of ROI, help them do a thorough evaluation

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: Speaking in a slightly hesitant manner, and seeking their permission at the start through a negation can get you a chance.

Pace: Speak slightly fast, especially if you tend to be calm and confident. Sound like a ‘knows their domain’ person.

Reveal the cold-call scriptFree. 10 seconds.

When writing an email

Subject: Objective

Length of mail: Short

Salutation: Yes ( Something usual). Greeting: No. Tone of words: Objective, informational. Bullet points: Recommended. Closing line: Logically summarize/ask. Complimentary close: None or formal. Overall messaging: Focused on allaying doubts and ROI

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing Robert fast: Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.

How fast will Robert move? If they have the information that they need, they can move fast at making their decisions.

Reveal the closing strategyFree. 10 seconds.

★

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