Colby Bayer

Balancer
DISC Type : S

Director Of Client Engagement And Marketing at Camelot Wealth Management Partners

Boca Raton, Florida, United States

Overview

Colby has no verified overview

Personality Overview

Risk-Averse

Diplomatic

Process-Oriented

They like following the process even if it takes time to reach any conclusion.  They are courteous and respectful but practical. They are comfortable taking long term decisions.

Topics They Care About

Colby has no verified topics they care about

Media Appearances

Colby has no verified media appearances

Work History

12-2025
Director Of Client Engagement And Marketing at Camelot Wealth Management Partners
5-2021 - 11-2025
Customer Service Manager at Camelot Wealth Management Partners
3-2020 - 11-2020
Merchandising Assistant at Capitol Lighting
1-2020 - 6-2021
Nanny at Private Family

Education

2018 - 2022
Bachelor's Degree from Florida Atlantic University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Boca Raton, Florida, United States Job Level : Mid-senior Designation : Director Of Client Engagement And Marketing at Camelot Wealth Management Partners
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Insights For Selling To Colby

During A Call Or A Meeting

DO's

  • Tell them about the outcome and results before talking about the input
  • Focus on making them comfortable before really commencing the sales motion
  • Be personal and polite and slightly formal

DONT's

  • Don’t try to be overly social in the early interactions
  • Ensure that you don’t seem disinterested when speaking to them
  • Do not sound very transactional, make extra effort to be genuinely interested

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Colby is

  • What matters the most to them is low risk, adoption by others and proven case studies.
  • Will you ever get a clear answer from Colby

  • They never refuse directly, they push out the decisions or just go quiet.

Insights For Deal Planning

    How fast (or slow) will Colby move?

  • They can be some of the slowest decision makers.
  • Can Colby take some risk or not?

  • They have no risk-appetite and prefer to take safe decisions.

You And Colby

Personality Compatibility


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