Dustin Tait

Examiner
DISC Type : cs

Fiduciary Investment Advisor at Freedom First Retirement Design

Atlanta, Georgia, United States

Overview

Dustin has no verified overview

Personality Overview

Late Adopter

Unexpressive

Overcautious

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Dustin has no verified topics they care about

Media Appearances

Dustin has no verified media appearances

Work History

4-2019
Fiduciary Investment Advisor at Freedom First Retirement Design
12-2015 - 3-2019
Vice President at Catalyst Funds
5-2015 - 12-2015
Client Advisor at J.P. Morgan
2-2014 - 5-2015
Client Advisor at Neuberger Berman
1-2013 - 2-2014
Audit Staff at KPMG

Education

Bachelor's of Science in Business Administration from University of Tennessee, Knoxville
Education details unavailable from University at Buffalo

More Information

Social Presence :

Prographics :

Exp : 16 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Fiduciary Investment Advisor at Freedom First Retirement Design
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Insights For Selling To Dustin

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dustin is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Dustin

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Dustin move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Dustin take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Dustin

Personality Compatibility


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