Cory Persson, CFA, CFS

Critic
DISC Type : C

Chief Investment Officer at Axxcess Wealth Management

Newport Beach, California, United States

Overview

Cory has no verified overview

Personality Overview

Negotiator

Precise

Objective Thinker

Unless the value is proven by data, they are unlikely to value fancy features.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

Cory has no verified topics they care about

Media Appearances

Cory has no verified media appearances

Work History

11-2023
Chief Investment Officer at Axxcess Wealth Management
4-2018 - 11-2023
Director of Investments at Axxcess Wealth Management
12-2013 - 3-2018
Director of Investment Strategy at Pacific Capital
7-2013 - 12-2013
Senior Finance Associate (CORE) at Comcast
7-2012 - 7-2013
Finance Associate (CORE) at Comcast

Education

2006 - 2012
BA from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Newport Beach, California, United States Job Level : Leadership Designation : Chief Investment Officer at Axxcess Wealth Management
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Insights For Selling To Cory

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cory is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Cory

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Cory move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Cory take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Cory

Personality Compatibility


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