Greg Munroe, CFP®

Examiner
DISC Type : cs

Founder & CEO at Munroe Morrow Wealth Management

Boston, Massachusetts, United States

Overview

Greg has no verified overview

Personality Overview

Tough To Convince

Overcautious

Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Topics They Care About

Greg has no verified topics they care about

Media Appearances

Greg has no verified media appearances

Work History

12-2010
Founder & CEO at Munroe Morrow Wealth Management
4-1993 - 12-2010
Financial Advisor, Private Wealth Advisor at Ameriprise Financial Services, Inc.

Education

1988 - 1992
BS from University of Vermont
1984 - 1988
Education details unavailable from Norwood High School

More Information

Social Presence :

Prographics :

Exp : 32 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Founder & CEO at Munroe Morrow Wealth Management
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Greg

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Greg take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Greg

Personality Compatibility


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