Clark Kendall, CFP®, CFA, AEP®

Supporter
DISC Type : s

President at Kendall Capital Management, Inc.

Rockville, Maryland, United States

Overview

Clark has no verified overview

Personality Overview

Thoughtful In Approach

Procedural

Slow To Decisions

Their decisions are defined by the possible value that they can bring to the organization.
  They get along well with all people. They are unlikely to become strong champions as they don't prefer pushing other people.

Topics They Care About

Clark has no verified topics they care about

Media Appearances

Clark has no verified media appearances

Work History

1-2005
President at Kendall Capital Management, Inc.
7-1999 - 12-2004
Chief Investment Officer at Potomac Asset Management
6-1997 - 7-1998
Vice President at Atlantic Trust Company (Pell Rudman)
6-1996 - 6-1997
Global Private Banker at RBC
Senior Trust Investment Officer at Sandy Spring Bank

Education

9-1979 - 5-1983
BBA from James Madison University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Rockville, Maryland, United States Job Level : N/A Designation : President at Kendall Capital Management, Inc.
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Insights For Selling To Clark

During A Call Or A Meeting

DO's

  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Talk about refund and cancellation policy if the need arises
  • If possible, connect them to existing customers

DONT's

  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Avoid saying anything that sounds like a risky proposition

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Clark is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Clark

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Clark move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Clark take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Clark

Personality Compatibility


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