Cory Zafke

Examiner
DISC Type : cs

Co-Founder; Wealth Advisor at ClearPath Wealth Advisors

Greater Minneapolis-St. Paul Area, United States

Overview

Cory has no verified overview

Personality Overview

Late Adopter

Process Oriented

Overcautious

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Cory has no verified topics they care about

Media Appearances

Cory has no verified media appearances

Work History

12-2020
Co-Founder; Wealth Advisor at ClearPath Wealth Advisors
9-2018 - 12-2020
Advisor at Great Waters Financial
9-2011 - 9-2018
RVP Annuities, Central Region at Allianz Life
9-2008 - 9-2011
Sales Director Central Region at Allianz Life
9-2006 - 1-2007
Senior Marketing Training Consultant at Allianz Life

Education

1998 - 2002
Bachelor of Arts - BA from Saint John's University
Education details unavailable from GO Bears

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Minneapolis-St. Paul Area, United States Job Level : Leadership Designation : Co-Founder; Wealth Advisor at ClearPath Wealth Advisors
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Insights For Selling To Cory

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cory is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Cory

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Cory move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Cory take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Cory

Personality Compatibility


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