Bert Doerhoff

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DISC Type : cis

President & CEO at Bert Doerhoff CPA, P.C.

Jefferson City, Missouri, United States

Overview

Bert Doerhoff is the President & CEO of Bert Doerhoff CPA, P. C. , and Managing Member of Aura Wealth Advisors. He focuses on providing timely business information and advice to small business owners and structuring investment portfolios to ensure increasing cash flow throughout retirement. He holds a Bachelor of Science in Business from the University of Central Missouri.

Bert is dedicated to helping individuals and business owners make smart financial decisions to protect and grow their wealth. He assists those with a passion for an active retirement and works to educate his clients heirs on how to manage their inherited assets. His firm was previously recognized with a National Client Service Accounting Firm of the Year award.

He co-authored "Six Steps to Small Business Success, " which won the 2011 Business Book of the Year award from the Professional Association of Small Business Accountants.

Personality Overview

Friendly But Slow

ROI Driven

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Small Business Success
Co-authored an award-winning book on the subject and his CPA firm is dedicated to helping small business owners succeed through various life cycles of their business.
Wealth Management
As Managing Member of Aura Wealth Advisors, he specializes in protecting and building wealth to ensure an ever-increasing cash flow for his clients during retirement.
Retirement Planning
His professional headline and service descriptions emphasize helping clients achieve an active retirement supported by a well-positioned financial portfolio.

Media Appearances

Bert has no verified media appearances

Work History

7-1978
President & CEO at Bert Doerhoff CPA, P.C.
Managing Member at Aura Wealth Advisors
Member at Professional Assoc of Small Business Accountants (PASBA)
Senior Accountant at Peat Marwick

Education

1972 - 1976
Bachelor of Science (BS) In Business from University of Central Missouri

More Information

Social Presence :

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Exp : 47 Location : Jefferson City, Missouri, United States Job Level : Leadership Designation : President & CEO at Bert Doerhoff CPA, P.C.
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Insights For Selling To Bert

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bert is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Bert

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Bert move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Bert take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Bert

Personality Compatibility


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