Ryan Alexander, CRPC™

Enthusiast
DISC Type : i

Lead Financial Advisor at Crystal Lake Tax and Financial

Greater Chicago Area, United States

Overview

Ryan has no verified overview

Personality Overview

Story Driven

Optimistic

Non-Confrontational

Unlike D or C types, they are convinced more by stories and testimonials.  They agree with others often, so exercise caution when relying on their word. They are more about building relationships than just cutting deals.

Topics They Care About

Ryan has no verified topics they care about

Media Appearances

Ryan has no verified media appearances

Work History

9-2025
Lead Financial Advisor at Crystal Lake Tax and Financial
12-2023 - 9-2025
Financial Advisor at Crystal Lake Tax and Financial
2-2021 - 10-2022
Financial Consultant at Fidelity Investments
8-2019 - 2-2021
Financial Consultant at TD Ameritrade
11-2018 - 8-2019
Investment Consultant at TD Ameritrade

Education

2008 - 2010
Associate's Degree from Harper College

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Lead Financial Advisor at Crystal Lake Tax and Financial
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Invite them for a lunch or a drink/coffee
  • Maintain high, positive energy and convey confidence

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Avoid overloading them with too much information
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Ryan

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Ryan take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Ryan

Personality Compatibility


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