Greg Bloom

Critic
DISC Type : C

Finance Expert at 1st Street Financial

Greater Sydney Area, Australia

Overview

Greg is a Finance Expert at 1st Street Financial, with a background as a Chartered Accountant from the University of Witwatersrand. After moving to Australia from South Africa, he re-qualified as a financial advisor and was a national finalist for the AFA Rising Star Award in 2016.

Originally from South Africa, Greg is a proud husband and father to three daughters. He is an active member of Sydneys Jewish community and enjoys the lifestyle of the Eastern suburbs. He dedicates his time to non-profit work, serving as a director for a community organization.

In addition to his finance career, Greg serves the community as a Justice of the Peace.

Personality Overview

Negotiator

Precise

ROI Driven

They enjoy working alone and do not rely on others very often.  Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Client Financial Goals
His professional philosophy is centered on developing long-term relationships with clients to understand their personal goals and work together to help them achieve their dreams.
Business & Commercial Loans
His firm recently highlighted processing over $20 million in commercial and business loan applications in a single month, indicating a strong professional focus in this area.
Property Investment
Frequently posts about helping property owners, including both owner-occupiers and investors, secure significant financing for their real estate ventures.

Media Appearances

Greg has no verified media appearances

Work History

3-2017
Finance Expert at 1st Street Financial
1-2013 - 2-2017
Finance Expert at Yellow Brick Road Bondi
12-2011 - 12-2013
Analyst at Yellow Brick Road Bondi
4-2008 - 3-2011
Audit Senior at Grant Thornton

Education

2003 - 2006
Bachelor of Commerce from University of Witwatersrand
2006 - 2007
Bachelor of Competency from University of South Africa

More Information

Social Presence :

Prographics :

Exp : 16 Location : Greater Sydney Area, Australia Job Level : N/A Designation : Finance Expert at 1st Street Financial
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Tell them what ROI they can expect
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Greg

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Greg take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Greg

Personality Compatibility


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