James Malhi

Editor
DISC Type : CS

Managing Director & Principal Advisor at Malhi Private Wealth

Brisbane City, Queensland, Australia

Overview

James has no verified overview

Personality Overview

Sometimes Friendly

Fact-Driven

Skeptic

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

8-2020
Managing Director & Principal Advisor at Malhi Private Wealth
7-2019 - 8-2020
Senior Private Wealth Advisor at Shaw and Partners Limited
10-2018 - 6-2019
Partnership Financial Advisor at BT Financial Group
7-2015 - 9-2018
Advanced Financial Advisor at BT Financial Group
6-2014 - 6-2015
Financial Advisor/Paraplanner at BT Financial Group

Education

2010 - 2014
Bachelor's Degree from Griffith University
2015 - 2015
Advanced Diploma in Financial Planning and Services from Kaplan Professional
2019 - 2019
FPC002B Ethics and Professionalism in Financial Advice from Kaplan Professional
2016 - 2016
Self Managed Super Funds (SMSF) RG146 from Kaplan Professional
2017 - 2017
Margin Lending RG146 from Kaplan Professional

More Information

Social Presence :

Prographics :

Exp : 10 Location : Brisbane City, Queensland, Australia Job Level : Mid-senior Designation : Managing Director & Principal Advisor at Malhi Private Wealth
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid emotional and informal language, stay objective and to the point instead
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from James

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can James take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And James

Personality Compatibility


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