Andrew Schmitmeyer, CRPC®

Questioner
DISC Type : c

President at ADS Financial LLC

Minster, Ohio, United States

Overview

Andrew has no verified overview

Personality Overview

Price-Sensitive

Systematic

Not Easily Convinced

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. They prefer to analyze every situation thoroughly.


Topics They Care About

Andrew has no verified topics they care about

Media Appearances

Andrew has no verified media appearances

Work History

12-2017
President at ADS Financial LLC
4-2014 - 12-2017
Wealth Management Advisor at Minster Bank
12-2007 - 3-2014
Financial Advisor - The Edwards Group at Morgan Stanley Wealth Management at Morgan Stanley
3-2006 - 11-2007
Client Service Associate at National City Bank
1-2006 - 3-2006
Associate at AXA Equitable

Education

2001 - 2005
Bachelors of Science from The Ohio State University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Minster, Ohio, United States Job Level : N/A Designation : President at ADS Financial LLC
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andrew 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 Andrew

  • 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 Andrew move?

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

  • Can Andrew take some risk or not?

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


You And Andrew

Personality Compatibility


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