James Carolan

Questioner
DISC Type : c

Sr. Estate Planning Attorney at EWM Legal Services

Howell, Michigan, United States

Overview

James has no verified overview

Personality Overview

Cautious & Analytical

Price-Sensitive

Not Easily Convinced

It is quite likely of them to ask for pricing or other concessions.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

6-2021
Sr. Estate Planning Attorney at EWM Legal Services
12-2018 - 6-2021
Sr. Fiduciary Administrator at Wells Fargo
9-2015 - 12-2018
Vice President Wealth Manager at Monroe Bank and Trust
5-2015 - 10-2015
Attorney and Mediator at Carolan Law and Mediation Services
5-2015 - 9-2015
Owner and Principal at CG Fiduciary Services

Education

1983 - 1986
JD from Cooley Law School
1973 - 1976
Bachelor of Science (B.S.) from Central Michigan University

More Information

Social Presence :

Prographics :

Exp : 48 Location : Howell, Michigan, United States Job Level : N/A Designation : Sr. Estate Planning Attorney at EWM Legal Services
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • 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 James is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from James

  • 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 James move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can James take some risk or not?

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


You And James

Personality Compatibility


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