Ryan Patton, CFP®, CIMA®

Researcher
DISC Type : Cs

Founder at Tap Ins at the Greenhouse

Mission, Kansas, United States

Overview

Ryan has no verified overview

Personality Overview

ROI Seeker

Cost Conscious

Self-Disciplined

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Ryan has no verified topics they care about

Media Appearances

Ryan has no verified media appearances

Work History

8-2024
Founder at Tap Ins at the Greenhouse
10-2015
Managing Director at EVP Capital Advisors
7-2007 - 10-2015
Financial Advisor at UBS Wealth Management

Education

2012 - 2012
Certified Investment Management Analyst Program from The Wharton School
2002 - 2007
Bachelors from The University of Kansas

More Information

Social Presence :

Prographics :

Exp : 18 Location : Mission, Kansas, United States Job Level : Leadership Designation : Founder at Tap Ins at the Greenhouse
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Insights For Selling To Ryan

During A Call Or A Meeting

DO's

  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ryan is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Ryan

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Ryan move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Ryan take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Ryan

Personality Compatibility


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