Ryan Hicks, CFP®

Examiner
DISC Type : cs

Wealth Management Advisor at Luttner Financial Group

Pittsburgh, Pennsylvania, United States

Overview

Ryan Hicks is the Director of Wealth Management and founder of The Hicks Team at Luttner Financial Group. A University of Pittsburgh alumnus with a degree in Accounting and Finance, he specializes in wealth preservation and retirement income strategies, particularly for business owners and professionals.

Personality Overview

Tough To Convince

Process Oriented

Late Adopter

They tend to be clear about their needs and limitations and are unlikely to promise too much.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Wealth Preservation
His practice specializes in wealth preservation and business planning for entrepreneurs, professionals, and those nearing retirement.
Retirement Planning
He focuses on creating retirement income strategies to help clients achieve their long-term financial goals and make their dreams a reality.
Team Leadership
He is the founder and Director of "The Hicks Team, " emphasizing a team-based approach to client service and strategy.

Media Appearances

Ryan has no verified media appearances

Work History

1-2019
Wealth Management Advisor at Luttner Financial Group
7-2015 - 1-2019
CERTIFIED FINANCIAL PLANNER at Burstin Frantz & Hicks
6-2008 - 1-2019
CERTIFIED FINANCIAL PLANNER at MassMutual Pittsburgh

Education

2004 - 2008
Business from University of Pittsburgh

More Information

Social Presence :

Prographics :

Exp : 17 Location : Pittsburgh, Pennsylvania, United States Job Level : N/A Designation : Wealth Management Advisor at Luttner Financial Group
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Ryan

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Ryan take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Ryan

Personality Compatibility


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