Steve Harpham, CFP®, CRPC®, CKA®

Questioner
DISC Type : c

Lead Advisor Range Financial Group at Range Financial Group

Lake Oswego, Oregon, United States

Overview

Steve has no verified overview

Personality Overview

Price-Sensitive

Value Seeker

Systematic

They are more likely than others to negotiate on pricing and terms.  They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Steve has no verified topics they care about

Media Appearances

Steve has no verified media appearances

Work History

3-2020
Lead Advisor Range Financial Group at Range Financial Group
8-2016 - 3-2020
Investment Advisor at Human Investing
9-2009 - 8-2016
Financial Planner and Owner at Living Water Financial Advisors
Financial Advisor at Great Oak Financial Group
Controller; Finance Manager; Operations Manager at United Parcel Service

Education

Master of Science in Personal Financial Planning from College for Financial Planning
1985 - 1986
BS from Warner Pacific University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Lake Oswego, Oregon, United States Job Level : Mid-senior Designation : Lead Advisor Range Financial Group at Range Financial Group
URL has been copied!

Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve 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 Steve

  • 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 Steve move?

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

  • Can Steve take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Steve

Personality Compatibility


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