Bart J Geiser

Pioneer
DISC Type : isd

Owner and Wealth Strategy Educator at Aspen Creek Wealth Strategies

Dallas-Fort Worth Metroplex, United States

Overview

Bart 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

Bart has no verified topics they care about

Media Appearances

Bart has no verified media appearances

Work History

7-2021
Owner and Wealth Strategy Educator at Aspen Creek Wealth Strategies
1-2016 - 12-2020
Founder and CEO, Aevitas Capital Partners at Aevitas Capital Partners
1-2014 - 1-2016
Head of Marketing and Business Development, ESD Division of Globe Life at Torchmark Corporation
3-2013
Chief Client Officer at GCB Wealth Strategies
3-2011 - 10-2012
SVP, Sales and Marketing at Gryphon Networks

Education

1989 - 1992
BA from Northern Illinois University

More Information

Social Presence :

Prographics :

Exp : 32 Location : Dallas-Fort Worth Metroplex, United States Job Level : Leadership Designation : Owner and Wealth Strategy Educator at Aspen Creek Wealth Strategies
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Insights For Selling To Bart J

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • Showcase existing customers and use case-studies to grab their attention
  • During followups, use calls or text if needed, they should be fine

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • 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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bart J 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 Bart J

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

Insights For Deal Planning

    How fast (or slow) will Bart J move?

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

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

You And Bart J

Personality Compatibility


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