Jason Hosler

Researcher
DISC Type : Cs

Wealth Advisor at Hosler Wealth Management LLC

Prescott, Arizona, United States

Overview

Jason has no verified overview

Personality Overview

Process Focused

Soft Communicator

ROI Seeker

They do not like taking risks at all and go for proven options in the end.  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

1-2012
Wealth Advisor at Hosler Wealth Management LLC
6-2011 - 12-2011
Social Media Director at Networth Services

Education

2015 - 2019
CFP MC - CFP Professional Education Program from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 14 Location : Prescott, Arizona, United States Job Level : N/A Designation : Wealth Advisor at Hosler Wealth Management LLC
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Actively address their concerns around change, risk, and acceptance by users
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jason

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

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jason take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jason

Personality Compatibility


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