Ryan Colis, CFP®, CFA®

Inspirer
DISC Type : id

Partner | COO at Alterra Advisors

Bellevue, Washington, United States

Overview

Ryan Colis is the Partner and COO at Alterra Advisors, where he specializes in analyzing financial plans and investment portfolios. A holder of both the CFP® and CFA® designations, he enjoys creating simple solutions for complex financial challenges. He earned his undergraduate degree in Business Management from the University of Colorado, Boulder.

Outside of the office, Ryan is dedicated to his family, spending his free time with his wife and three children. Their family life is active and frequently involves sports, including time spent on the soccer field, the basketball court, or going skiing together in the mountains.

He has worked alongside his business partner, Grant, ever since the two met just after he finished his undergraduate degree.

Personality Overview

Decisive

Fast Adopter

Confident & Optimistic

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Investment Strategy
As a CFA charterholder and COO, he frequently authors articles on investment principles and portfolio evaluation for his firm's blog.
Retirement Planning
He regularly writes and advises on retirement plan contribution limits, tax strategies, and long-term care insurance solutions.
Family Financial Goals
His work focuses on helping clients navigate financial complexities to achieve personal and family-oriented financial goals.

Media Appearances

Ryan has no verified media appearances

Work History

6-2018
Partner | COO at Alterra Advisors
Client Advisor | Partner at Alterra Advisors

Education

Ryan has no verified education history

More Information

Social Presence :

Prographics :

Exp : 7 Location : Bellevue, Washington, United States Job Level : Leadership Designation : Partner | COO at Alterra Advisors
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Ryan

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Ryan take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Ryan

Personality Compatibility


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