Tyler Felder

Evaluator
DISC Type : Sdc

Financial Advisor at Equitable Advisors

Rochester, New York, United States

Overview

Tyler Felder is a dedicated Financial Advisor at Equitable Advisors, specializing in crafting detailed and personalized financial plans. A graduate of the University of Rochester, he leverages his expertise to analyze complex financial situations and support the growth of his clients portfolios. He holds Series 7 and 66 certifications.


He holds a California Insurance License, which may be notable for a professional based in New York.

Personality Overview

Hard To Convince

Thorough Evaluator

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Holistic Financial Planning
Focuses on creating detailed financial plans tailored to the unique and complex needs of each client to support their portfolio's health and growth.
Debt Management
Frequently discusses strategies for personal finance, including the trade-offs between paying down credit card debt versus investing for the future.
Retirement Strategies
Emphasizes the importance of developing a sound retirement strategy and understanding the differences between various investment types to achieve long-term goals.

Media Appearances

Tyler Felder - Equitable Advisors. Featured in Equitable Advisors (Empire State)

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Work History

4-2022
Financial Advisor at Equitable Advisors

Education

2018 - 2021
Bachelor's degree from University of Rochester
2016 - 2018
Associate of Science - AS from Monroe Community College

More Information

Social Presence :

Prographics :

Exp : 3 Location : Rochester, New York, United States Job Level : N/A Designation : Financial Advisor at Equitable Advisors
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Insights For Selling To Tyler

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tyler is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Tyler

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Tyler move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Tyler take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Tyler

Personality Compatibility


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