Sam Swift CFA, CFP®, AIF®

Captain
DISC Type : DS

Chief Executive Officer at TCI Wealth Advisors

Tucson, Arizona, United States

Overview

Sam has no verified overview

Personality Overview

Consummate Professional

Dynamic But Sincere

Decisive But Calm

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Sam has no verified topics they care about

Media Appearances

Sam has no verified media appearances

Work History

1-2023
Chief Executive Officer at TCI Wealth Advisors
9-2011
Wealth Advisor at TCI Wealth Advisors
Director of Retirement Plan Services at TCI Wealth Advisors

Education

2002 - 2006
Bachelor of Science (B.S.) from University of Arizona
Education details unavailable from University of Arizona - Eller College of Management

More Information

Social Presence :

Prographics :

Exp : 14 Location : Tucson, Arizona, United States Job Level : Leadership Designation : Chief Executive Officer at TCI Wealth Advisors
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Sam

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Sam take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Sam

Personality Compatibility


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