Ryan Holocher - CRPC™, CEPA

Examiner
DISC Type : cs

Vice President, Senior Financial Advisor at TRAILHEAD WEALTH MANAGEMENT, LLC

Denver Metropolitan Area, United States

Overview

Ryan has no verified overview

Personality Overview

Status Quo Seeker

Process Oriented

Unexpressive

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Ryan has no verified topics they care about

Media Appearances

Ryan has no verified media appearances

Work History

1-2019
Vice President, Senior Financial Advisor at TRAILHEAD WEALTH MANAGEMENT, LLC
8-2013 - 12-2018
Associate Financial Advisor at TRAILHEAD WEALTH MANAGEMENT, LLC
2-2011 - 8-2013
Financial Representative at Northwestern Mutual
2-2011 - 10-2011
College Intern at Northwestern Mutual
10-2007 - 10-2010
Regional Leader at Primerica Financial Services

Education

2007 - 2011
Bachelor of Business Administration (B.B.A.) from Colorado Christian University
2003 - 2007
Education details unavailable from Jefferson Academy

More Information

Social Presence :

Prographics :

Exp : 22 Location : Denver Metropolitan Area, United States Job Level : Leadership Designation : Vice President, Senior Financial Advisor at TRAILHEAD WEALTH MANAGEMENT, LLC
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

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

  • They don’t say no often, they push out the decisions or keep going around 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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