Chad Evans

Questioner
DISC Type : c

Managing Director- Wealth Management, Wealth Advisor at Morgan Stanley

Orange County, California, United States

Overview

Chad has no verified overview

Personality Overview

Systematic

Not Easily Convinced

Cautious & Analytical

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

Topics They Care About

Chad has no verified topics they care about

Media Appearances

Chad has no verified media appearances

Work History

3-2009
Managing Director- Wealth Management, Wealth Advisor at Morgan Stanley
5-2006 - 2009
Director at Credit Suisse
9-2001 - 5-2006
Senior Vice President at Smith Barney
1997 - 2001
Senior Vice President at Hambrecht & Quist

Education

1982 - 1986
Bachelor of Science from Illinois State University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Orange County, California, United States Job Level : Mid-senior Designation : Managing Director- Wealth Management, Wealth Advisor at Morgan Stanley
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Insights For Selling To Chad

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chad is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Chad

  • 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 Chad move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Chad take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Chad

Personality Compatibility


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