Dean Fox, ChFC®, CSSCS

Critic
DISC Type : C

Financial Advisor at Flagship Financial LLC

Greater Philadelphia, United States

Overview

Dean has no verified overview

Personality Overview

Precise

Negotiator

Information Seeker

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Dean has no verified topics they care about

Media Appearances

Dean has no verified media appearances

Work History

6-2017
Financial Advisor at Flagship Financial LLC
6-2017
President | Financial Advisor at Flagship Financial LLC
1-2014 - 6-2017
Financial Advisor, Park Avenue Securities at Independence Planning Group
7-2009 - 12-2013
Investment Adviser Representative at Voya Financial
8-2007 - 2-2009
Wealth Advisor at LarsonAllen

Education

2015 - 2019
ChFC® from The American College of Financial Services
2002 - 2006
BA from Ursinus College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater Philadelphia, United States Job Level : N/A Designation : Financial Advisor at Flagship Financial LLC
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Insights For Selling To Dean

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dean is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Dean

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Dean move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Dean take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Dean

Personality Compatibility


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