Daniel (Bobby) Sopher, CFP®

Questioner
DISC Type : c

Director of Financial Planning Strategy & Lead Advisor at Sopher Financial Group

Metuchen, New Jersey, United States

Overview

Daniel has no verified overview

Personality Overview

Systematic

Value Seeker

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Topics They Care About

Daniel has no verified topics they care about

Media Appearances

Daniel has no verified media appearances

Work History

7-2018
Director of Financial Planning Strategy & Lead Advisor at Sopher Financial Group
10-2014
Director of Client Relations at Sopher Financial Group
2-2014 - 10-2014
National Account Associate at HCPLive
6-2013 - 2-2014
Finance Manager at Planet Honda NJ
6-2012 - 5-2013
Intern at Ameriprise Financial Services, Inc.

Education

2017 - 2018
CFP Designation Program from The American College of Financial Services
2009 - 2013
Bachelor of Science (BS) from Rutgers, The State University of New Jersey - Rutgers Business School

More Information

Social Presence :

Prographics :

Exp : 13 Location : Metuchen, New Jersey, United States Job Level : Mid-senior Designation : Director of Financial Planning Strategy & Lead Advisor at Sopher Financial Group
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Insights For Selling To Daniel (Bobby)

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel (Bobby) is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Daniel (Bobby)

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Daniel (Bobby) move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Daniel (Bobby) take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Daniel (Bobby)

Personality Compatibility


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