Craig Toberman, CFA, CPA, CFP®

Doer
DISC Type : ds

Partner at Toberman Becker Wealth

St Louis, Missouri, United States

Overview

Craig has no verified overview

Personality Overview

Fast-paced

Strategic Planner

Risk-Accepting

They exhibit a rare combination of being result-oriented but patient at the same time.  They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Craig has no verified topics they care about

Media Appearances

Craig has no verified media appearances

Work History

7-2020
Partner at Toberman Becker Wealth
5-2018 - 12-2018
Director of Business Services at Archford Capital Strategies
8-2016 - 4-2018
Wealth Management Advisor at Archford Capital Strategies
4-2015 - 7-2016
Certified Financial Planner at Foundation Wealth Management
3-2014 - 3-2015
Financial Analyst — Capital Planning, Bank Stress Testing at Scottrade

Education

2011 - 2012
Master of Business Administration (M.B.A.) from Saint Louis University
2007 - 2010
Bachelor of Science (B.S.) from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 10 Location : St Louis, Missouri, United States Job Level : Mid-senior Designation : Partner at Toberman Becker Wealth
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Insights For Selling To Craig

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Craig is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Craig

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Craig move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Craig take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Craig

Personality Compatibility


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