James Dunlop

Inquirer
DISC Type : dc

Head of Data and Analytics at Wealthify

Greater Bristol Area, United Kingdom

Overview

James has no verified overview

Personality Overview

Demanding

Judgemental

Hard To Convince

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

4-2023
Head of Data and Analytics at Wealthify
2-2017 - 4-2023
Head of Decisioning and Digital Analytics (Wealth) at RBS
10-2014 - 2-2017
Senior Manager Data Planning at AXA Wealth
10-2004 - 10-2014
Analyst at Lloyds Banking Group
10-2001 - 10-2004
Marketing Analyst at Screwfix Direct

Education

2000 - 2001
MSC from Lancaster University
1996 - 2000
BSC from The University of Manchester

More Information

Social Presence :

Prographics :

Exp : 24 Location : Greater Bristol Area, United Kingdom Job Level : Mid-senior Designation : Head of Data and Analytics at Wealthify
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Get to the point quickly instead of spending too much time on pleasantries
  • Refer to testimonials from others in similar positions

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from James

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will James move?

  • Their decision making speed is somewhere in the middle.
  • Can James take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And James

Personality Compatibility


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