Alex Green, CFP®

Critic
DISC Type : C

Founder at GreenTree Wealth Management Ltd.

Canada

Overview

Alex has no verified overview

Personality Overview

Information Seeker

Objective Thinker

ROI Driven

They prefer to do logical analysis and value evidence over emotions.  They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often.

Topics They Care About

Alex has no verified topics they care about

Media Appearances

Alex has no verified media appearances

Work History

9-2014
Founder at GreenTree Wealth Management Ltd.
3-2013 - 9-2014
Partner at John Green Investment Planning Services Ltd.
9-2007 - 6-2008
Corporate Trader at GWK Travelex
3-2003 - 1-2007
Financial Planner & Investment Advisor at John Green Investment Planning Services Ltd.

Education

2000 - 2003
Business Marketing from Fanshawe College
1994 - 2000
Education details unavailable from Milton District High School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Canada Job Level : Leadership Designation : Founder at GreenTree Wealth Management Ltd.
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more

DONT's

  • Do not use very emotional or colorful language
  • Don't give superficial answers, they are easily rattled by them
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Alex

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Alex take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Alex

Personality Compatibility


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