Ryan Mumy, CFP®, AIF®

Inquirer
DISC Type : cd

Chief Executive Officer at Sollinda Capital Management

Hickory, North Carolina, United States

Overview

Ryan has no verified overview

Personality Overview

Hard To Convince

Demanding

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Ryan has no verified topics they care about

Media Appearances

Ryan has no verified media appearances

Work History

10-2023
Chief Executive Officer at Sollinda Capital Management
12-2011
Founder at Mumy Financial Advisors, LLC
7-2009 - 3-2024
Chief Investment Officer at Capital Investment Advisory Services, LLC
10-2001 - 7-2009
Financial Consultant at A.G. Edwards & Sons, Inc.

Education

Finance from Lenoir-Rhyne University
Education details unavailable from Defiance High School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Hickory, North Carolina, United States Job Level : Leadership Designation : Chief Executive Officer at Sollinda Capital Management
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Ryan

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Ryan take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Ryan

Personality Compatibility


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