Blair Buick, CFA

Enthusiast
DISC Type : i

Chief Strategy Officer at Lido Advisors, LLC

Arlington, Virginia, United States

Overview

Blair has no verified overview

Personality Overview

Optimistic

Story Driven

Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials.  They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Blair has no verified topics they care about

Media Appearances

Blair has no verified media appearances

Work History

6-2021
Chief Strategy Officer at Lido Advisors, LLC
11-2020 - 5-2021
VP, Investments & Analytics at Lido Advisors, LLC
7-2019 - 6-2024
Head of Finance and Budgeting at The Wingman Foundation
4-2013 - 10-2020
Senior Vice President at The Renaissance Companies Inc.
4-2013 - 4-2016
Senior Vice President at Metis Financial Network

Education

1999 - 2002
BS: Business from Boston University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Arlington, Virginia, United States Job Level : Leadership Designation : Chief Strategy Officer at Lido Advisors, LLC
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Insights For Selling To Blair

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Blair is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Blair

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Blair move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Blair take some risk or not?

  • They can take some low-probability risks if needed.

You And Blair

Personality Compatibility


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