Frederick Brooks, CFA, CFP

Questioner
DISC Type : c

Owner and Director, Investment Management at Blankinship & Foster, LLC

Solana Beach, California, United States

Overview

Frederick has no verified overview

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Frederick has no verified topics they care about

Media Appearances

Frederick has no verified media appearances

Work History

1-2018
Owner and Director, Investment Management at Blankinship & Foster, LLC
11-2004 - 1-2018
Owner and VP, Investment Management at Blankinship & Foster, LLC
9-2001 - 10-2004
Financial Advisor at Wheeler Frost Associates, Inc.
4-2000 - 6-2001
Product Manager at RunMoney.com
Assistant Product Manager at Nicholas-Applegate Capital Management

Education

1985 - 1989
BA from Duke University
1996 - 1997
MBA from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Solana Beach, California, United States Job Level : Mid-senior Designation : Owner and Director, Investment Management at Blankinship & Foster, LLC
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Insights For Selling To Frederick

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Frederick 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 Frederick

  • 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 Frederick move?

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

  • Can Frederick take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Frederick

Personality Compatibility


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