Gregory Gionfriddo

Evaluator
DISC Type : cds

Senior Wealth Advisor at Beacon Pointe

North Port-Sarasota Area, United States

Overview

Gregory has no verified overview

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Gregory has no verified topics they care about

Media Appearances

Gregory has no verified media appearances

Work History

12-2021
Senior Wealth Advisor at Beacon Pointe
7-2018 - 1-2022
Senior Wealth Advisor at Southern Trust Financial Planning
8-2014 - 7-2018
Senior Recruiter at HH Staffing Services
8-2007 - 4-2009
Financial Services Advisor at Moors & Cabot
1-2006 - 8-2014
Business Manager at Collectors Wall Art and Frame Gallery

Education

1987 - 1991
Bachelor's degree from Florida State University
Education details unavailable from Riverview High School

More Information

Social Presence :

Prographics :

Exp : 15 Location : North Port-Sarasota Area, United States Job Level : N/A Designation : Senior Wealth Advisor at Beacon Pointe
URL has been copied!

Insights For Selling To Gregory

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gregory is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Gregory

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Gregory move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Gregory take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Gregory

Personality Compatibility


Other Beacon Pointe Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.