Chris Baker, CFP®

Examiner
DISC Type : cs

Owner at Oaktree Financial Advisors, Inc.

Carmel, Indiana, United States

Overview

Chris has no verified overview

Personality Overview

Tough To Convince

Late Adopter

Unexpressive

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Chris has no verified topics they care about

Media Appearances

Chris has no verified media appearances

Work History

2-2000
Owner at Oaktree Financial Advisors, Inc.
12-1997 - 1-2001
Director of Investments at MarketShare Financial

Education

1987 - 1990
BS from Indiana University - Kelley School of Business

More Information

Social Presence :

Prographics :

Exp : 28 Location : Carmel, Indiana, United States Job Level : N/A Designation : Owner at Oaktree Financial Advisors, Inc.
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Chris

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Chris take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Chris

Personality Compatibility


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