Charles P. Curtis, CFP®, CIMA®

Critic
DISC Type : C

Managing Partner and Registered Principal at Fulfillment Wealth Management

Greater Phoenix Area, United States

Overview

Charles has no verified overview

Personality Overview

Precise

Objective Thinker

Information Seeker

They are quite likely to negotiate on pricing or other key terms.  They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Charles has no verified topics they care about

Media Appearances

Charles has no verified media appearances

Work History

4-2018
Managing Partner and Registered Principal at Fulfillment Wealth Management
2-2010 - 4-2018
Financial Advisor at Wells Fargo Advisors
5-2009 - 2-2010
Financial Advisor at Waddell & Reed
8-2008 - 5-2009
Assistant Resident Director at Colorado Christian University

Education

2019 - 2020
Certified Investment Management Analyst Certification® from Yale School of Management
2016 - 2019
Master of Investment Management and Financial Analysis from Creighton University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Greater Phoenix Area, United States Job Level : Mid-senior Designation : Managing Partner and Registered Principal at Fulfillment Wealth Management
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Insights For Selling To Charles P.

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charles P. is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Charles P.

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Charles P. move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Charles P. take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Charles P.

Personality Compatibility


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