Jason C. Forsythe, CFA, CFP®

Examiner
DISC Type : sc

Assistant Vice President, Senior Director at Lincoln Financial Group

Wayne, Pennsylvania, United States

Overview

Jason has no verified overview

Personality Overview

Process Oriented

Overcautious

Unexpressive

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

3-2021
Assistant Vice President, Senior Director at Lincoln Financial Group
6-2018 - 3-2021
Director, Investment Research & Analysis at Lincoln Financial Group
1-2015 - 6-2018
Sr. Investment Specialist at Lincoln Financial Group
8-1998 - 2-2005
Various at Merrill Lynch

Education

1994 - 1998
BS from Elon University - Martha and Spencer Love School of Business
1990 - 1994
Education details unavailable from Linganore High School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Wayne, Pennsylvania, United States Job Level : Leadership Designation : Assistant Vice President, Senior Director at Lincoln Financial Group
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Insights For Selling To Jason C.

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason C. 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 Jason C.

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jason C. move?

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

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

You And Jason C.

Personality Compatibility


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