Adam Brown

Examiner
DISC Type : sc

Managing Director - Wealth Advisory at Veritable Wealth Advisory

Burlington, Ontario, Canada

Overview

Adam has no verified overview

Personality Overview

Late Adopter

Unexpressive

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Topics They Care About

Adam has no verified topics they care about

Media Appearances

Adam has no verified media appearances

Work History

10-2020
Managing Director - Wealth Advisory at Veritable Wealth Advisory
3-2012 - 10-2020
Senior Consultant at IG Wealth Management
11-2007 - 3-2012
Finance Specialist at BMO Financial Group

Education

Business from The Wharton School
Bachelor of Arts (B.A.) from Western University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Burlington, Ontario, Canada Job Level : Mid-senior Designation : Managing Director - Wealth Advisory at Veritable Wealth Advisory
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Adam

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Adam take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Adam

Personality Compatibility


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