Greg S.

Captain
DISC Type : DS

Senior Financial Advisor at Financial Spectrum - Financial Planners Sydney

Greater Sydney Area, Australia

Overview

Greg has no verified overview

Personality Overview

Dynamic But Sincere

Consummate Professional

Planner & Achiever

Reading between the lines and seeing beyond your words comes naturally to them.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Greg has no verified topics they care about

Media Appearances

Greg has no verified media appearances

Work History

8-2020
Senior Financial Advisor at Financial Spectrum - Financial Planners Sydney
7-2020 - 9-2020
Consultant at Strategic Wealth Alliance
5-2016 - 6-2020
Fund Specialist at IPG
3-2011 - 7-2016
Financial Services Consultant at Strategic Wealth Alliance
3-2012 - 3-2016
Head of Wealth Management & Superannuation Consultant at Maxmillian Tax Accountants

Education

2001 - 2003
Diploma Financial Planning from Deakin University
1994 - 1996
Bachelor of Commerce (Accounting and Finance) from Western Sydney University
1992 - 1993
Bachelor of Commerce (Accounting) from University of New England (AU)
2015 - 2016
Certificate of Registration from Real Estate Education & Training NSW

More Information

Social Presence :

Prographics :

Exp : 27 Location : Greater Sydney Area, Australia Job Level : N/A Designation : Senior Financial Advisor at Financial Spectrum - Financial Planners Sydney

Interested in

Health & Outdoor

Keeping fit, Travelling

Lifestyle

Reading

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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Greg

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Greg take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Greg

Personality Compatibility


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