Trent Harris

Collaborator
DISC Type : is

Financial Advisor at Edward Jones

Greater Chattanooga, United States

Overview

Trent Harris is a financial advisor at Edward Jones in Chattanooga, where he partners with individuals and businesses on long-term financial strategies. His areas of focus include retirement planning, 401K options, and education savings, supported by his Bachelors Degree from Oklahoma State University.

Outside of the office, Trent enjoys spending quality time with his family, being in the outdoors, and pursuing his passion for music by playing the guitar.

Before his career in finance, Trent gained extensive experience in daily business operations and customer service as a department manager at Walmart.

Personality Overview

Consensus Builder

Good Listener

Fair-minded

Win-win scenarios can appeal strongly to them.  They are more likely to go for proven solutions. 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.

Topics They Care About

Retirement Planning
Specializes in developing strategies for individual investors and creating business retirement plans, including 401K options.
Education Savings
Has a stated interest in the importance of saving early for college to combat rising student loan debt.
Financial Strategy
Focuses on partnering with investors to identify specific goals and implement strategies to work toward them.

Media Appearances

Trent has no verified media appearances

Work History

7-2016
Financial Advisor at Edward Jones
6-2015 - 8-2015
Summer Accounting Intern at Samson Resources
6-2014 - 8-2014
Assistant at Oklahoma State University Center for Veterinary Medicine
6-2014 - 8-2014
Clerk at Valero
9-2012 - 5-2016
Customer Service Associate at Walmart

Education

2012 - 2016
Bachelor’s Degree from Oklahoma State University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Chattanooga, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
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Insights For Selling To Trent

During A Call Or A Meeting

DO's

  • Be visibly appreciative of their actions during your interactions
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Show genuine interest in solving their problems

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Don’t give the impression of being unproven or risky
  • Don’t sound very transactional

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Trent is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Trent

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Trent move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Trent take some risk or not?

  • They probably won’t put a lot at risk.

You And Trent

Personality Compatibility


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