Theo Trottman

Energizer
DISC Type : I

Director of Compliance & Field Supervision - Marketing and Advertising at Hightower Advisors

Plano, Texas, United States

Overview

Theo has no verified overview

Personality Overview

Believer

Enthusiastic

Big Picture Person

They are people oriented, friendly and like creating new connections.  They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Theo has no verified topics they care about

Media Appearances

Theo has no verified media appearances

Work History

4-2025
Director of Compliance & Field Supervision - Marketing and Advertising at Hightower Advisors
5-2023 - 4-2025
Compliance Marketing Supervisor at RFG Advisory
8-2018 - 5-2023
Supervisory Principal at Prospera Financial
10-2017 - 8-2018
Client Service Administrator/ Internal Technology Consultant at RAA (Retirement Advisors of America)
9-2013 - 10-2017
Advisor Assistant/Operations Coordinator at Opus Wealth Management

Education

Bachelor's Degree from Naveen Jindal School of Management, UT Dallas

More Information

Social Presence :

Prographics :

Exp : 12 Location : Plano, Texas, United States Job Level : Mid-senior Designation : Director of Compliance & Field Supervision - Marketing and Advertising at Hightower Advisors
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Insights For Selling To Theo

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Do some small talk, ask them how things are going on their side
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Theo is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Theo

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Theo move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Theo take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Theo

Personality Compatibility


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