JB Beckett

Critic
DISC Type : C

Founder and Managing Partner at Beckett Financial Group

West Columbia, South Carolina, United States

Overview

JB has no verified overview

Personality Overview

Objective Thinker

ROI Driven

Information Seeker

They like to take decisions independently and do not seek others' support often.  They prefer to analyze logically and value objective facts over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

JB has no verified topics they care about

Media Appearances

JB has no verified media appearances

Work History

1-2003
Founder and Managing Partner at Beckett Financial Group
1-2003 - 12-2006
Financial Services Professional at New York Life
2-1999 - 12-2002
Financial Services Professional at Thrivent Financial

Education

8-1994 - 12-1998
Bachelor's degree from University of South Carolina
1994 - 1998
Bachelor of Science from University of South Carolina

More Information

Social Presence :

Prographics :

Exp : N/A Location : West Columbia, South Carolina, United States Job Level : N/A Designation : Founder and Managing Partner at Beckett Financial Group
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Insights For Selling To JB

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with JB is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from JB

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will JB move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can JB take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And JB

Personality Compatibility


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