Jay M.

Inquirer
DISC Type : cd

Fiduciary Advisor, Chief Executive at Veraz Advisors

San Ramon, California, United States

Overview

Jay has no verified overview

Personality Overview

Demanding

Judgemental

ROI Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Topics They Care About

Jay has no verified topics they care about

Media Appearances

Jay has no verified media appearances

Work History

7-2016
Fiduciary Advisor, Chief Executive at Veraz Advisors
10-2014 - 7-2016
President, CEO at BEX Realty
3-2013 - 4-2016
Managing Partner, Chairman of the Board at Quest Equity Partners
4-2011 - 3-2013
Advisory Board Member at VMP Nutrition Foundation
3-2013
Sr. Partner at ATC Consulting

Education

MBA from Columbia Business School
MBA from University of California, Berkeley, Haas School of Business

More Information

Social Presence :

Prographics :

Exp : 15 Location : San Ramon, California, United States Job Level : N/A Designation : Fiduciary Advisor, Chief Executive at Veraz Advisors
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Insights For Selling To Jay

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Get to the point quickly instead of spending too much time on pleasantries
  • Stress on the business value that your product offers

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jay is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jay

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jay move?

  • Their decision making speed is somewhere in the middle.
  • Can Jay take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jay

Personality Compatibility


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