Jason Buckley, MBA, ABFP®️

Observer
DISC Type : ic

Partner and Director of Client Experience at Provista Wealth Advisors

Greenville, South Carolina, United States

Overview

Jason has no verified overview

Personality Overview

Value Driven

Assertive

Example Seeker

They are generally strong communicators and are not easy to convince.  They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

5-2022
Partner and Director of Client Experience at Provista Wealth Advisors
5-2011 - 5-2022
Vice President - Investments, Financial Advisor at Wells Fargo Advisors
10-2009 - 5-2011
Financial Advisor at Edward Jones

Education

Accredited Behavioral Finance Professional from College for Financial Planning
Bachelor's degree from Marshall University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Greenville, South Carolina, United States Job Level : Mid-senior Designation : Partner and Director of Client Experience at Provista Wealth Advisors
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Focus on immediate action-items rather than the larger goals
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jason

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They like to analyze well and then make their decisions.
  • Can Jason take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Jason

Personality Compatibility


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