Steven Heere

Enthusiast
DISC Type : i

Chief Financial Officer at HBKS Wealth Advisors

Pittsburgh, Pennsylvania, United States

Overview

Steven has no verified overview

Personality Overview

Optimistic

Amiable & Agreeable

Story Driven

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Steven has no verified topics they care about

Media Appearances

Steven has no verified media appearances

Work History

9-2025
Chief Financial Officer at HBKS Wealth Advisors
8-2024 - 9-2025
Director of Finance at HBKS Wealth Advisors
9-2019 - 6-2024
Vice President Finance / CFO at Selinsky Force LLC
10-1995 - 8-2019
Partner at Grossman Yanak & Ford LLP

Education

1991 - 1995
BS from Grove City College

More Information

Social Presence :

Prographics :

Exp : 30 Location : Pittsburgh, Pennsylvania, United States Job Level : Leadership Designation : Chief Financial Officer at HBKS Wealth Advisors
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Speak from experience about success that the product has seen with other customers
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Steven

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Steven move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Steven take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Steven

Personality Compatibility


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