Charles Dickens IV

Observer
DISC Type : ci

Director of Wealth Management at Strategy Financial Group

Phoenix, Arizona, United States

Overview

Charles has no verified overview

Personality Overview

Assertive

Example Seeker

Curious

They often ask many questions and rely heavily on information and documentation.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince.

Topics They Care About

Charles has no verified topics they care about

Media Appearances

Charles has no verified media appearances

Work History

12-2025
Director of Wealth Management at Strategy Financial Group
4-2024 - 11-2025
Sr. Market Development Manager at Cardone Ventures
3-2021 - 3-2024
Wealth Management Lead | CSM at Morgan Stanley
1-2019 - 3-2021
Client Relationship Associate at Vanguard
1-2017 - 1-2019
Ticket Operations Graduate Assistant at Arizona State University

Education

Master's degree from Arizona State University
Bachelor’s Degree from Malone University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Phoenix, Arizona, United States Job Level : Mid-senior Designation : Director of Wealth Management at Strategy Financial Group
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Insights For Selling To Charles

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Persuade objectively how your product will help them achieve their goals
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles is

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

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Charles move?

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

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

You And Charles

Personality Compatibility


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