Gene Balerna, MSF, CIMA®

Examiner
DISC Type : cs

Owner, President and Chief Investment Officer at The Bedminster Group

Okatie, South Carolina, United States

Overview

Gene has no verified overview

Personality Overview

Unexpressive

Process Oriented

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  Being observant comes to them naturally. They are thorough and always follow a systematic approach.

Topics They Care About

Gene has no verified topics they care about

Media Appearances

Gene has no verified media appearances

Work History

5-2021
Owner, President and Chief Investment Officer at The Bedminster Group
1-2018 - 5-2021
Director of Research at The Bedminster Group
9-2016 - 8-2017
Director of Research and Asset Allocation at Oak Advisors, LLC
12-2014 - 9-2016
Senior Portfolio Administrator at Dividend Assets Capital, LLC
3-2006 - 12-2014
President at Alpha Investment Advisors, Inc

Education

1992 - 1999
MS from Bentley University - McCallum Graduate School of Business
1985 - 1990
BS from University of Massachusetts Lowell

More Information

Social Presence :

Prographics :

Exp : 20 Location : Okatie, South Carolina, United States Job Level : Leadership Designation : Owner, President and Chief Investment Officer at The Bedminster Group
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Insights For Selling To Gene

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • 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 Gene is

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

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Gene move?

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

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

You And Gene

Personality Compatibility


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