Christopher Beste, CFP®

Critic
DISC Type : C

Director at Pinnacle Family Advisors

St Louis, Missouri, United States

Overview

Christopher has no verified overview

Personality Overview

Negotiator

Information Seeker

Objective Thinker

They don’t appreciate bells and whistles unless backed by data.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Christopher has no verified topics they care about

Media Appearances

Christopher has no verified media appearances

Work History

10-2020
Director at Pinnacle Family Advisors
1-2018 - 9-2021
CFP(R) at Executive Compensation Group
7-2015 - 9-2021
CERTIFIED FINANCIAL PLANNER™ at RFG Advisory Group, LLC
7-2013 - 7-2016
Wealth Manager at Four Seasons Wealth Managment
2-2007 - 7-2013
Technical Advisor / Registered Representative at Sterling Financial Advisors

Education

Bachelor's degree from University of Missouri-Saint Louis
Certified Financial Planning Certification from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 18 Location : St Louis, Missouri, United States Job Level : Mid-senior Designation : Director at Pinnacle Family Advisors
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Insights For Selling To Christopher

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Tell them what ROI they can expect
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Christopher is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Christopher

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Christopher move?

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

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

You And Christopher

Personality Compatibility


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