Alfredo Grasso

Questioner
DISC Type : c

Private Banker at FinecoBank

Milan, Lombardy, Italy

Overview

Alfredo has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Alfredo has no verified topics they care about

Media Appearances

Alfredo has no verified media appearances

Work History

2-2021
Private Banker at FinecoBank
1-2013 - 10-2022
Senior Financial Advisor at FinecoBank
5-2011 - 9-2012
Advisory Board Member at Podient
9-2010 - 12-2012
Financial Advisor at Independent
4-1997 - 8-2010
Director Fixed Income at Credit Suisse

Education

1984 - 1989
Bachelor of Business Administration (BBA) from Università Bocconi

More Information

Social Presence :

Prographics :

Exp : 28 Location : Milan, Lombardy, Italy Job Level : Mid-senior Designation : Private Banker at FinecoBank
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Insights For Selling To Alfredo

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alfredo is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Alfredo

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Alfredo move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Alfredo take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Alfredo

Personality Compatibility


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