James Miley, CIMA®

Commander
DISC Type : D

Managing Director & Chief Investment Officer at Hays Financial Group

Minneapolis, Minnesota, United States

Overview

James has no verified overview

Personality Overview

Risk-Taker

Decisive

Candid & Clear

They take a lot of pride in personal achievements.  They like to move fast and expect the same from others. They respond well to strong and respectful communication.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

2017
Managing Director & Chief Investment Officer at Hays Financial Group
2009 - 2017
Associate Vice President at RBC Wealth Management
2006 - 2009
Financial Advisor at Merrill Lynch

Education

1999 - 2003
BBA from Concordia University-St. Paul
1992 - 1998
High School Graduate from Saint Thomas Academy

More Information

Social Presence :

Prographics :

Exp : 20 Location : Minneapolis, Minnesota, United States Job Level : Leadership Designation : Managing Director & Chief Investment Officer at Hays Financial Group
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Speak about competitive differentiation that your product offers

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t take too much time in sending them information if they ask for any
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from James

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can James take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And James

Personality Compatibility


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