Geoffrey Biehn CPA, CFP®

Questioner
DISC Type : c

President at Trinity Financial Advisors LLC

Columbus, Ohio, United States

Overview

Geoffrey has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Cautious & Analytical

They prefer to do thorough analysis of any 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

Geoffrey has no verified topics they care about

Media Appearances

Geoffrey has no verified media appearances

Work History

2005
President at Trinity Financial Advisors LLC
2001 - 2004
Senior Vice President & CFO Technology & Operations Division at J.P. Morgan Chase
1998 - 2000
Divisional Chief Financial Officer at MCI
1994 - 1998
Corporate Treasurer at CompuServe Incorporated

Education

1995 - 1997
Masters in Business Administration from The Ohio State University
1987 - 1991
Business and Accounting from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 32 Location : Columbus, Ohio, United States Job Level : N/A Designation : President at Trinity Financial Advisors LLC
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Insights For Selling To Geoffrey

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • 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 Geoffrey 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 Geoffrey

  • 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 Geoffrey move?

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

  • Can Geoffrey take some risk or not?

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


You And Geoffrey

Personality Compatibility


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