Troy Young

Inquirer
DISC Type : cd

Financial Adviser at Harbour Wealth Management

Coffs Harbour, New South Wales, Australia

Overview

Troy Young is a Financial Adviser at Harbour Wealth Management, specializing in helping people plan for retirement. He holds a Master of Financial Planning and was a finalist for the 2022 RI Advice and Consultum Rising Star Award. He is also a certified NSW Justice Of The Peace.


He won a 2023 National Subject Award for Business Planning and Practice Management.

Personality Overview

Hard To Convince

Demanding

Judgemental

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Retirement Planning
His professional headline and focus are centered on helping clients achieve a comfortable retirement through financial planning.
Investment Compounding
He actively shares content on social media that demonstrates the power of compounding investment returns for long-term wealth creation.
Professional Advancement
He recently completed his Professional Year to become a fully authorised Financial Adviser, showing a commitment to career growth.

Media Appearances

Troy Young - Harbour Wealth Management. Featured in Harbour Wealth Management (official website)

See Now

Work History

8-2022
Financial Adviser at Harbour Wealth Management
2-2022 - 7-2022
Provisional Financial Adviser at Harbour Wealth Management
6-2021 - 1-2022
Professional Year Candidate and Senior Paraplanner at Harbour Wealth Management
9-2017 - 5-2021
Paraplanner at Bridges Financial Services
9-2015 - 9-2017
Financial Planning Administrator at Bridges Financial Services

Education

1-2022 - 11-2023
Master of Financial Planning from Kaplan Professional
8-2022 - 9-2022
Accredited Listed Product Adviser (ALPA) Program from Kaplan Professional

More Information

Social Presence :

Prographics :

Exp : N/A Location : Coffs Harbour, New South Wales, Australia Job Level : N/A Designation : Financial Adviser at Harbour Wealth Management
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Insights For Selling To Troy

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Refer to testimonials from others in similar positions
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Troy is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Troy

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Troy move?

  • Their decision making speed is somewhere in the middle.
  • Can Troy take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Troy

Personality Compatibility


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