Eric Wolstenholme

Questioner
DISC Type : c

Regional Vice President at Tristate Financial Advisors

Philadelphia, Pennsylvania, United States

Overview

Eric has no verified overview

Personality Overview

Systematic

Value Seeker

Cautious & Analytical

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Eric has no verified topics they care about

Media Appearances

Eric has no verified media appearances

Work History

7-2024
Regional Vice President at Tristate Financial Advisors
1-2024 - 7-2024
Field Vice President at Tristate Financial Advisors
6-2023 - 1-2024
Associate Vice President & Financial Advisor at Tristate Financial Advisors
1-2020 - 6-2020
Analyst, Credit and Underwriting at Liberty SBF
5-2019 - 1-2020
Credit Analyst at TD

Education

Bachelor's degree from Temple University
Education details unavailable from La Salle College High School

More Information

Social Presence :

Prographics :

Exp : 4 Location : Philadelphia, Pennsylvania, United States Job Level : Senior Designation : Regional Vice President at Tristate Financial Advisors
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Eric

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Eric take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Eric

Personality Compatibility


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