Alex Ellis, CFP®, CKA®, CEPA®

Examiner
DISC Type : cs

CEO, Founding Partner at Values First Advisors

Metro Jacksonville, United States

Overview

Alex has no verified overview

Personality Overview

Late Adopter

Tough To Convince

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are thorough and always follow a systematic approach.

Topics They Care About

Alex has no verified topics they care about

Media Appearances

Alex has no verified media appearances

Work History

6-2009
CEO, Founding Partner at Values First Advisors
1-2007 - 5-2011
Financial Advisor at American Values Investments

Education

2022 - 2025
Financial Planning Program Certificate from University of Florida
1992 - 1996
B.A. Biblical Studies from Lexington Baptist College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Metro Jacksonville, United States Job Level : Leadership Designation : CEO, Founding Partner at Values First Advisors
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • 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 be very accepting if that is your natural style, stay firm
  • 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 Alex is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Alex

  • 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 Alex move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Alex take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Alex

Personality Compatibility


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