David Grookett, CLU, ChFC

Examiner
DISC Type : sc

Co-Founder / Financial Advisor at Milestone Wealth Advisors / David Grookett & Zach Coggins

Columbia, South Carolina, United States

Overview

David has no verified overview

Personality Overview

Process Oriented

Unexpressive

Tough To Convince

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

David has no verified topics they care about

Media Appearances

David has no verified media appearances

Work History

12-1981
Co-Founder / Financial Advisor at Milestone Wealth Advisors / David Grookett & Zach Coggins

Education

Bachelor of Science - BS from University of South Carolina

More Information

Social Presence :

Prographics :

Exp : 44 Location : Columbia, South Carolina, United States Job Level : Leadership Designation : Co-Founder / Financial Advisor at Milestone Wealth Advisors / David Grookett & Zach Coggins
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • 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 David is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can David take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And David

Personality Compatibility


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