Edgar Manjarrez, CPFA®, CRPS®

Inquirer
DISC Type : cd

Director of Business Development and Communication at Thiesen Dueker Modern Wealth Management

Del Mar, California, United States

Overview

Edgar has no verified overview

Personality Overview

Hard To Convince

Judgemental

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Edgar has no verified topics they care about

Media Appearances

Edgar has no verified media appearances

Work History

1-2025
Director of Business Development and Communication at Thiesen Dueker Modern Wealth Management
10-2022 - 8-2024
Vice President, Financial Advisor, Retirement Benefits Consultant at Merrill Lynch Wealth Management
10-2018 - 10-2022
Financial Advisor, Corporate Retirement Director at Morgan Stanley

Education

2012 - 2018
Bachelor's Degree from University of Nevada, Reno

More Information

Social Presence :

Prographics :

Exp : 6 Location : Del Mar, California, United States Job Level : Mid-senior Designation : Director of Business Development and Communication at Thiesen Dueker Modern Wealth Management
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Insights For Selling To Edgar

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Highlight the competitive differentiation of your product
  • Be crisp while making the pitch

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edgar is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Edgar

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Edgar move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Edgar take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Edgar

Personality Compatibility


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