Jason Lillmars, CPA, CFP®, MBA

Commander
DISC Type : D

Owner at Strategic CPA Accounting & Tax Solutions

Muskegon, Michigan, United States

Overview

Jason has no verified overview

Personality Overview

Strong-Willed

Decisive

Candid & Clear

They like to stay in control of the negotiation or defining of the terms.  They prefer to move quickly, and expect the same from others. They respond well to strong and respectful communication.

Topics They Care About

Jason has no verified topics they care about

Media Appearances

Jason has no verified media appearances

Work History

11-2018
Owner at Strategic CPA Accounting & Tax Solutions
Owner at Strategic CPA Investment & Wealth Management
Managing Member at FINAO, LLC
12-2014 - 11-2018
Corporate Controller and Credit Manager at Johnstone Supply
Tax Preparer at Jason L Lillmars, CPA

Education

1996 - 2004
BBA from Grand Valley State University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Muskegon, Michigan, United States Job Level : N/A Designation : Owner at Strategic CPA Accounting & Tax Solutions
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Refer to testimonials from well-known industry leaders

DONT's

  • Do not spend too much time focusing on product tech or features
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

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

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

Insights For Deal Planning

    How fast (or slow) will Jason move?

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

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

You And Jason

Personality Compatibility


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