Drew Nordlicht, CEPA

Supporter
DISC Type : s

Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors

San Diego, California, United States

Overview

Drew has no verified overview

Personality Overview

Thoughtful In Approach

Calm

Risk-averse

They prefer to follow rules and procedures.  Their motivation stems from the impact that their decisions can have on the organization.
 They are good and approachable with everyone, internally and externally.

Topics They Care About

Drew has no verified topics they care about

Media Appearances

Drew has no verified media appearances

Work History

6-2012
Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors
2-2007 - 6-2012
First Vice President - Investments at UBS Financial Services, Inc
Vice President at Smith Barney

Education

1987 - 1992
Bachelor’s Degree from San Diego State University
CEPA from Exit Planning Institute

More Information

Social Presence :

Prographics :

Exp : 18 Location : San Diego, California, United States Job Level : Mid-senior Designation : Private Wealth Advisor and Partner, Managing Director at Crest Capital Advisors
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Insights For Selling To Drew

During A Call Or A Meeting

DO's

  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Pause and ask them if they have any questions
  • Show willingness to accommodating their needs or requests

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Drew is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Drew

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Drew move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Drew take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Drew

Personality Compatibility


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