Austin H.

Critic
DISC Type : C

Investment Advisor Representative at Mosley Wealth Management

Los Angeles Metropolitan Area, United States

Overview

Austin has no verified overview

Personality Overview

Negotiator

Information Seeker

Precise

It is very likely that they will negotiate pricing or other important terms.  They enjoy working alone and do not rely on others very often. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Austin has no verified topics they care about

Media Appearances

Austin has no verified media appearances

Work History

2-2025
Investment Advisor Representative at Mosley Wealth Management
6-2021 - 10-2024
Paraplanner at Compass Planning Associates Inc
7-2020 - 6-2021
Financial Advisor at McAdam Financial
6-2019 - 8-2019
Wealth Management Intern at Austen Morris Associates

Education

Bachelor of Science in Business Administration and Management (BSBA) from Boston University
High School Diploma from Taipei American School

More Information

Social Presence :

Prographics :

Exp : 5 Location : Los Angeles Metropolitan Area, United States Job Level : Junior Designation : Investment Advisor Representative at Mosley Wealth Management
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Insights For Selling To Austin

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Austin is

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

  • 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 Austin move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Austin take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Austin

Personality Compatibility


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