Aaron Bert, CFP®, AIF®

Critic
DISC Type : C

CERTIFIED FINANCIAL PLANNER™ professional at Certified Financial Group, Inc.

Altamonte Springs, Florida, United States

Overview

Aaron has no verified overview

Personality Overview

ROI Driven

Precise

Negotiator

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Aaron has no verified topics they care about

Media Appearances

Aaron has no verified media appearances

Work History

9-2008
CERTIFIED FINANCIAL PLANNER™ professional at Certified Financial Group, Inc.
8-2005 - 8-2008
Engineer at Turner Construction
5-2000 - 7-2005
Medical Service Corps at US Air Force
Medical Service Corps Officer at US Air Force

Education

1996 - 2000
Bachelor of Science from United States Air Force Academy
2001 - 2003
Master of Business Administration (M.B.A.) from University of Arizona - Eller College of Management

More Information

Social Presence :

Prographics :

Exp : 25 Location : Altamonte Springs, Florida, United States Job Level : N/A Designation : CERTIFIED FINANCIAL PLANNER™ professional at Certified Financial Group, Inc.
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Insights For Selling To Aaron

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Tell them what ROI they can expect
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aaron is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Aaron

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Aaron move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Aaron take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Aaron

Personality Compatibility


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