Austin Reiser CFP®

Pioneer
DISC Type : sid

Financial Advisor at Beacon Capital Management, LLC

Nashville Metropolitan Area, United States

Overview

Austin has no verified overview

Personality Overview

Dynamic But Sincere

Friendly But Fast

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

Austin has no verified topics they care about

Media Appearances

Austin has no verified media appearances

Work History

10-2021
Financial Advisor at Beacon Capital Management, LLC
1-2020 - 8-2021
Financial Planning Associate at Abound Wealth Managment
8-2018 - 1-2020
Client Services Associate at Center for Financial Success
7-2016 - 1-2020
Building Manager at Western Kentucky University

Education

2016 - 2019
Bachelor of Science - BS from Western Kentucky University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Nashville Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Beacon Capital Management, LLC
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Insights For Selling To Austin

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Showcase existing customers and use case-studies to grab their attention
  • Build a trustworthy relationship while keeping the product center-stage

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Austin is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Austin

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Austin move?

  • They are generally fast movers and can take quick decisions
  • Can Austin take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Austin

Personality Compatibility


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