Frank Feng, CFP®, ChFC,

Wildcard
DISC Type : sic

LPL Financial Advisor at Valley Strong Retirement & Wealth Management Group

Stockton, California, United States

Overview

Frank has no verified overview

Personality Overview

Curious But Skeptical

ROI Driven

Requires Proof

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Frank has no verified topics they care about

Media Appearances

Frank has no verified media appearances

Work History

12-2021
LPL Financial Advisor at Valley Strong Retirement & Wealth Management Group
3-1997
Vice President, Wealth Management at CUNA Brokerage Services, Inc.

Education

MBA from University of the Pacific - Eberhardt School of Business
BS from Shanghai Jiao Tong University

More Information

Social Presence :

Prographics :

Exp : 29 Location : Stockton, California, United States Job Level : Senior Designation : LPL Financial Advisor at Valley Strong Retirement & Wealth Management Group
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Insights For Selling To Frank

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Frank is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Frank

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Frank move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Frank take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Frank

Personality Compatibility


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