Bruce Loder

Questioner
DISC Type : c

Vice President/Investments, Branch Manager - Stifel at Stifel Financial Corp.

Greater Milwaukee, United States

Overview

Bruce has no verified overview

Personality Overview

Not Easily Convinced

Cautious & Analytical

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Bruce has no verified topics they care about

Media Appearances

Bruce has no verified media appearances

Work History

12-2006
Vice President/Investments, Branch Manager - Stifel at Stifel Financial Corp.
10-1993 - 12-2006
Investment Broker at A.G. Edwards
9-1990 - 10-1993
Investment Broker at Everen Securities, Inc.
3-1987 - 9-1990
Investment Broker at Blunt Ellis & Loewi

Education

1978 - 1982
Bachelor of Arts from Lawrence University

More Information

Social Presence :

Prographics :

Exp : 39 Location : Greater Milwaukee, United States Job Level : Middle Designation : Vice President/Investments, Branch Manager - Stifel at Stifel Financial Corp.
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Insights For Selling To Bruce

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bruce is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Bruce

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Bruce move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Bruce take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Bruce

Personality Compatibility


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