Ryan J Hart

Questioner
DISC Type : c

Financial Advisor at Eagle Strategies, LLC

Reading, Massachusetts, United States

Overview

Ryan is a Financial Adviser at Eagle Strategies and New York Life, focusing on creating comprehensive financial plans for professionals, business owners, and retirees. He holds a Bachelor of Arts from the University of Connecticut and has earned his Series 6, 7, 63, and 65 certifications to better serve his clients.

Outside of his professional life, Ryan is a dedicated family man who resides in Reading, MA, with his wife and two daughters. He enjoys spending his free time with them, playing golf, tennis, and pickleball, showcasing his active and family-oriented nature.

Unique fact: Before his successful career in finance, Ryan worked in the Information Technology sector as a Network Administrator.

Personality Overview

Value Seeker

Cautious & Analytical

Systematic

They are more likely than others to negotiate on pricing and terms.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Retirement Planning
Helps clients create tailored strategies to feel more secure about their financial future, a central theme in his professional communications.
Estate Planning
Actively promotes the importance of having open conversations with family to protect their future, as seen in his shared content.
Tax-Efficient Strategies
Highlights educational workshops on reducing taxes for retirement accounts, showing a focus on maximizing client wealth through smart tax planning.

Media Appearances

Ryan has no verified media appearances

Work History

2-2014
Financial Advisor at Eagle Strategies, LLC
2-2014
Financial Services Professional at NYLIFE Securities LLC
2-2014
Licensed Agent at New York Life Insurance Company
1-2011 - 2-2014
IT Network Administrator at Dentsply Sirona
8-2010 - 1-2011
IT Support Technician at Courier Corporation

Education

2005 - 2009
Bachelor of Arts from University of Connecticut

More Information

Social Presence :

Prographics :

Exp : 19 Location : Reading, Massachusetts, United States Job Level : N/A Designation : Financial Advisor at Eagle Strategies, LLC
URL has been copied!

Insights For Selling To Ryan J

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan J is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Ryan J

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ryan J move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Ryan J take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Ryan J

Personality Compatibility


Other Eagle Strategies, LLC Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.