James Trethewie, CIMA®

Commander
DISC Type : D

LCI Wealth | Partner & Senior Financial Advisor at LCI Partners

Sydney, New South Wales, Australia

Overview

James has no verified overview

Personality Overview

Decisive

Candid & Clear

Very Quick

They prefer to move quickly, and expect the same from others.  They respond well to strong and respectful communication. They do not care very much about building rapport or relationships.

Topics They Care About

James has no verified topics they care about

Media Appearances

James has no verified media appearances

Work History

9-2018
LCI Wealth | Partner & Senior Financial Advisor at LCI Partners
7-2018
Director | Senior Financial Advisor at James Street Financial
Ambassador | Australia at WWF
Ambassador at Human Rights Arts & Film Festival
2-2016 - 7-2018
Private Bank | Private Wealth Manager, Risk at ANZ

Education

2-2024 - 6-2025
Certified Investment Management Analyst® | CIMA® from Investments & Wealth Institute®
2-2024 - 11-2025
Investment Management Analyst | IMAC from Portfolio Construction Forum

More Information

Social Presence :

Prographics :

Exp : 9 Location : Sydney, New South Wales, Australia Job Level : Senior Designation : LCI Wealth | Partner & Senior Financial Advisor at LCI Partners
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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
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don't try too hard to forge relationships with them

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?

  • If convinced, they can reach decisions quite fast.
  • Can James take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And James

Personality Compatibility


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