Jack Walsh

Questioner
DISC Type : c

Financial Adviser at William Buck

Brisbane City, Queensland, Australia

Overview

Jack has no verified overview

Personality Overview

Value Seeker

Systematic

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Jack has no verified topics they care about

Media Appearances

Jack has no verified media appearances

Work History

12-2023
Financial Adviser at William Buck
7-2023 - 12-2023
Provisional Financial Adviser at William Buck
1-2023 - 7-2023
Associate (Undertaking Professional Year) at William Buck
7-2022 - 12-2022
Associate at William Buck
12-2020 - 7-2022
Private Client Service Officer at Hillross Financial Services

Education

2017 - 2020
Bachelor of Commerce - BCom from Griffith University
2004 - 2017
Year 12 Certificate of Education from Trinity Lutheran College

More Information

Social Presence :

Prographics :

Exp : 10 Location : Brisbane City, Queensland, Australia Job Level : N/A Designation : Financial Adviser at William Buck
URL has been copied!

Insights For Selling To Jack

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jack 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 Jack

  • 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 Jack move?

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

  • Can Jack take some risk or not?

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


You And Jack

Personality Compatibility


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