Corey Callaway

Questioner
DISC Type : c

Investment Advisor Representative at CFS Advisors LLC

Arlington, Texas, United States

Overview

Corey has no verified overview

Personality Overview

Systematic

Not Easily Convinced

Cautious & Analytical

They prefer to fully evaluate every situation.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Corey has no verified topics they care about

Media Appearances

Corey has no verified media appearances

Work History

1-2014
Investment Advisor Representative at CFS Advisors LLC
1-2000
President at CFS Holdings, Inc. dba Callaway Insurance Agency
1-2000 - 6-2020
Principal at Callaway Financial Services, Inc.
1-2000 - 8-2016
Investment Advisor at Callaway Financial Services
6-1981 - 12-1997
Pension Consultant at Callaway Pension Services

Education

1983 - 1986
Finace and Accounting from The University of Texas at Arlington
1981 - 1982
Accounting and Finance from The University of North Texas

More Information

Social Presence :

Prographics :

Exp : 42 Location : Arlington, Texas, United States Job Level : Junior Designation : Investment Advisor Representative at CFS Advisors LLC
URL has been copied!

Insights For Selling To Corey

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • 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 Corey 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 Corey

  • 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 Corey move?

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

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

You And Corey

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.