Alex Opoulos

Enthusiast
DISC Type : i

Managing Partner at Objectivity Squared Wealth Management

Charleston, South Carolina, United States

Overview

Alex has no verified overview

Personality Overview

Consensus Focused

Amiable & Agreeable

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Alex has no verified topics they care about

Media Appearances

Alex has no verified media appearances

Work History

1-2021
Managing Partner at Objectivity Squared Wealth Management
11-2009 - 12-2020
Financial Advisor at Objectivity² Wealth Management of Raymond James
11-1994 - 11-2009
Wealth Management Advisor at Merrill Lynch

Education

1990 - 1994
BS from UC Santa Barbara

More Information

Social Presence :

Prographics :

Exp : 31 Location : Charleston, South Carolina, United States Job Level : N/A Designation : Managing Partner at Objectivity Squared Wealth Management
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Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Invite them for a lunch or a drink/coffee
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Avoid overloading them with too much information
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Alex

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Alex take some risk or not?

  • They can take some low-probability risks if needed.

You And Alex

Personality Compatibility


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