Cassidy Hartzel, CPA

Examiner
DISC Type : cs

Financial Planner at Kohmann Bosshard Financial Services

Cleveland, Ohio, United States

Overview

Cassidy has no verified overview

Personality Overview

Overcautious

Unexpressive

Late Adopter

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Cassidy has no verified topics they care about

Media Appearances

Cassidy has no verified media appearances

Work History

10-2024
Financial Planner at Kohmann Bosshard Financial Services
8-2024 - 10-2024
Assurance Senior at EY
9-2022 - 8-2024
Assurance Staff at EY
6-2021 - 8-2021
Assurance Intern at EY
5-2019 - 6-2021
Finance Intern at Kohmann Bosshard Financial Services

Education

Bachelor's degree from Grove City College
High School Diploma from Revere High School

More Information

Social Presence :

Prographics :

Exp : 5 Location : Cleveland, Ohio, United States Job Level : N/A Designation : Financial Planner at Kohmann Bosshard Financial Services
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Insights For Selling To Cassidy

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cassidy is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Cassidy

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Cassidy move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Cassidy take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Cassidy

Personality Compatibility


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