Tom Horwat, CRPS®, CRPC®, AIF®

Collaborator
DISC Type : si

Senior Associate at Solenture, LLC.

Greater Pittsburgh Region, United States

Overview

Tom is a Senior Associate at Solenture, LLC. , specializing in compensation, benefits, and private client services. With a background as a teacher and certifications including CRPS®, CRPC®, and AIF®, he focuses on educating individuals and businesses on financial concepts. He holds a Bachelor of Science from PennWest California.

Personality Overview

Fair-minded

Good Listener

Appreciative

They are more likely to opt for solutions that are proven in the market.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Scenarios where both sides can come out as winners appeal to them greatly.

Topics They Care About

Financial Education
Sees himself as a teacher above all else and aims to inform clients about financial concepts after discovering the "Rule of 72".
Retirement Planning
His career has centered on providing and servicing retirement plans, such as 401(k)s and Simple IRAs, for companies and individuals.
Fishing & Outdoors
Explicitly identifies himself as an "Avid Fisherman" and "Outdoor Enthusiast" in his professional headline, indicating a strong personal passion.

Media Appearances

Tom has no verified media appearances

Work History

10-2009
Senior Associate at Solenture, LLC.
9-2007 - 8-2009
Account Executive at Mutual of America
2-2003 - 7-2007
Business Development Officer at Sky Retirement Services
8-1998 - 7-2001
Business Deveopment Offier at PNC BANK, N.A
6-1994 - 12-1996
Financil Advisor at Lincoln Financial Group

Education

1973 - 1977
BS from PennWest California
1969 - 1973
Education details unavailable from North Catholic High School

More Information

Social Presence :

Prographics :

Exp : 28 Location : Greater Pittsburgh Region, United States Job Level : N/A Designation : Senior Associate at Solenture, LLC.
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Show them how they look good by making this decision
  • When asking them questions, sound relatable and informal

DONT's

  • Don’t sound very transactional
  • Don’t give the impression of being unproven or risky
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Tom

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Tom move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Tom take some risk or not?

  • It is unlikely that they will take many risks.

You And Tom

Personality Compatibility


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