Christopher A. Roberts CFP®, AIF®

Collaborator
DISC Type : is

Financial Advisor at Charles Schwab & Co. Inc. at Charles Schwab

Winter Park, Florida, United States

Overview

Christopher has no verified overview

Personality Overview

Consensus Builder

Good Listener

Appreciative

They are more likely to go for proven solutions.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Win-win scenarios can appeal strongly to them.

Topics They Care About

Christopher has no verified topics they care about

Media Appearances

Christopher has no verified media appearances

Work History

5-1996 - 11-2013
Financial Advisor at Charles Schwab & Co. Inc. at Charles Schwab
7-1983 - 12-1994
Vice President at Retirement Accounts Inc.
Investment Advisor Representative at United Planners Financial Services

Education

1979 - 1983
Bachelor of Science from Spring Hill College

More Information

Social Presence :

Prographics :

Exp : 28 Location : Winter Park, Florida, United States Job Level : Junior Designation : Financial Advisor at Charles Schwab & Co. Inc. at Charles Schwab

Interested in

Sports

Rugby

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Insights For Selling To Christopher A.

During A Call Or A Meeting

DO's

  • Use phrases like ‘trust me when’, ‘your team will love’ etc.
  • Show genuine interest in solving their problems
  • Summarize the key points at the end of the conversation

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t give the impression of being unproven or risky
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Christopher A. is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Christopher A.

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Christopher A. move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Christopher A. take some risk or not?

  • They are unlikely to take many risks.

You And Christopher A.

Personality Compatibility


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