Cody Teeples

Questioner
DISC Type : c

Wealth Manager at Hosler Wealth Management

Greater Phoenix Area, United States

Overview

Cody has no verified overview

Personality Overview

Systematic

Price-Sensitive

Cautious & Analytical

They prefer to fully evaluate every situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Cody has no verified topics they care about

Media Appearances

Cody has no verified media appearances

Work History

8-2023
Wealth Manager at Hosler Wealth Management
7-2019 - 12-2021
Financial Advisor at Edward Jones
5-2011 - 5-2019
Banker at OneAZ Credit Union
8-2009 - 4-2011
Honors Program Executive Assistant at Brigham Young University Hawaii

Education

2008 - 2011
Bachelor from Brigham Young University–Hawaii
2000 - 2004
Education details unavailable from Agua Fria High School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Phoenix Area, United States Job Level : Middle Designation : Wealth Manager at Hosler Wealth Management
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Insights For Selling To Cody

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cody is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Cody

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Cody move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Cody take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Cody

Personality Compatibility


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