Cory Schmelzer, CFP (He, Him, His)

Evaluator
DISC Type : DSC

Founder and Financial Life Planner at San Diego Wealth

San Diego County, California, United States

Overview

Cory has no verified overview

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Cory has no verified topics they care about

Media Appearances

Cory has no verified media appearances

Work History

1-2004
Founder and Financial Life Planner at San Diego Wealth
1-2004 - 1-2010
Founder at Pacific Alliance Advisors, LLC
President at Bird Rock Community Council
7-2003 - 1-2004
Wealth Manager at Wachovia Securities
8-1997 - 6-2003
Wealth Manager at Wachovia Securities

Education

2003 - 2005
2005 from San Diego State University
1992 - 1996
1996 from University of San Diego

More Information

Social Presence :

Prographics :

Exp : 28 Location : San Diego County, California, United States Job Level : Leadership Designation : Founder and Financial Life Planner at San Diego Wealth
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Insights For Selling To Cory

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cory is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Cory

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Cory move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Cory take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Cory

Personality Compatibility


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