Deshon Terrell

Evaluator
DISC Type : Sdc

Business Development Manager at Exit Planning Institute

Cleveland, Ohio, United States

Overview

Deshon Terrell is a Business Development Manager at the Exit Planning Institute (EPI), where he leverages his background in finance and banking. He focuses on helping professional advisors utilize exit planning for market differentiation. Deshon holds a Bachelor of Business Administration from Kent State University, which included studying abroad in Florence.

Deshon has a background in mentorship, having served as an Academic Coach for the TRIO, Upward Bound Program, where he guided and acted as a role model for students. He values personal growth and his faith, stating he is thankful for his relationship with his heavenly father.

In 2018, Deshon was nominated and selected as the "Junior of the Year, " an award hosted by the Zeta Phi Beta Sorority.

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Exit Planning
As a Business Development Manager at EPI, he helps advisors use exit planning and value growth to differentiate themselves and find new billing opportunities.
Advisor Development
His role involves working with financial advisors, CPAs, attorneys, and consultants to grow the Certified Exit Planning Advisor (CEPA) community.
Mentorship and Coaching
Previously worked as an Academic Coach for the TRIO, Upward Bound Program, guiding a class of over 20 students and acting as a mentor.

Media Appearances

5 New Team Members Join EPI! - Exit Planning Blog. Featured in Exit Planning Institute Blog

See Now

Work History

1-2023
Business Development Manager at Exit Planning Institute
3-2020 - 1-2023
Relationship Manager at Citizens Bank
5-2019 - 4-2020
Team Lead at Target
8-2018 - 5-2019
Student Assistant at Kent State University
6-2018 - 7-2018
Academic Coach at TRIO, Upward Bound Program

Education

2015 - 2019
Bachelor of Business Administration - BBA from Kent State University
2018 - 2018
Bachelor of Business Administration - BBA from Kent State University, Florence

More Information

Social Presence :

Prographics :

Exp : 7 Location : Cleveland, Ohio, United States Job Level : Middle Designation : Business Development Manager at Exit Planning Institute
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Insights For Selling To Deshon

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Deshon is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Deshon

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Deshon move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Deshon take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Deshon

Personality Compatibility


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