Steven Hafner

Examiner
DISC Type : cs

Managing Partner, COO Private Client Services at True Alpha Wealth Management

Ohio, United States

Overview

Steven has no verified overview

Personality Overview

Unexpressive

Late Adopter

Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They do not like taking risks at all and go for proven options in the end. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Steven has no verified topics they care about

Media Appearances

Steven has no verified media appearances

Work History

7-2020
Managing Partner, COO Private Client Services at True Alpha Wealth Management
2-2015 - 7-2020
Vice President-Wealth Management at UBS
1-2003 - 2-2015
Vice President, Senior Financial Consultant, Accredited Investment Fiduciary at Citizens Bank
6-2000 - 1-2003
Financial Consultant, Certified Financial Manager at Merrill Lynch
2-1997 - 6-2000
Financial Advisor at Prudential Securities

Education

Business Administration from The Ohio State University Fisher College of Business

More Information

Social Presence :

Prographics :

Exp : 29 Location : Ohio, United States Job Level : Leadership Designation : Managing Partner, COO Private Client Services at True Alpha Wealth Management
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Steven

  • 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 Steven move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Steven take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Steven

Personality Compatibility


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