Corey N Daniel

Inquirer
DISC Type : dc

Executive Member/ Wealth Manager at 4thGEN Wealth Management

Lodi, California, United States

Overview

Corey has no verified overview

Personality Overview

ROI Conscious

Demanding

Upfront

They respond well to confident salespeople.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Corey has no verified topics they care about

Media Appearances

Corey has no verified media appearances

Work History

9-2015
Executive Member/ Wealth Manager at 4thGEN Wealth Management
9-2015 - 4-2021
Wealth Manager at Levy, Daniel & McGee Wealth Management
8-2005 - 9-2015
Vice President Investments at Wells Fargo Advisors
5-2001 - 8-2005
Financial Advisor at Morgan Stanley

Education

BSIT from California Polytechnic State University-San Luis Obispo

More Information

Social Presence :

Prographics :

Exp : 24 Location : Lodi, California, United States Job Level : Middle Designation : Executive Member/ Wealth Manager at 4thGEN Wealth Management
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Insights For Selling To Corey N

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Corey N is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Corey N

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Corey N move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Corey N take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Corey N

Personality Compatibility


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