Dick Pfister, CAIA

Critic
DISC Type : C

Chief Executive Officer/Founder at AlphaCore Wealth Advisory

San Diego County, California, United States

Overview

Dick has no verified overview

Personality Overview

Negotiator

Information Seeker

Precise

They are quite likely to negotiate on pricing or other key terms.  They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Dick has no verified topics they care about

Media Appearances

Dick has no verified media appearances

Work History

3-2015
Chief Executive Officer/Founder at AlphaCore Wealth Advisory
1-2018 - 10-2020
Founder at factorE
6-1998 - 11-2014
Partner at Altegris

Education

1989 - 1993
Bachelor of Business Administration from University of San Diego
1984 - 1989
Education details unavailable from Marinette High School

More Information

Social Presence :

Prographics :

Exp : 22 Location : San Diego County, California, United States Job Level : N/A Designation : Chief Executive Officer/Founder at AlphaCore Wealth Advisory
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Insights For Selling To Dick

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dick is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Dick

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Dick move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Dick take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Dick

Personality Compatibility


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