Jeff Hill

Critic
DISC Type : C

Market Leader, Portfolio Manager, & Senior Investment Advisor at BMO Private Wealth

Ottawa, Ontario, Canada

Overview

Jeff has no verified overview

Personality Overview

Critic

Information Seeker

Precise

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

7-2020
Market Leader, Portfolio Manager, & Senior Investment Advisor at BMO Private Wealth
6-2016 - 9-2025
Vice President & Managing Director, Branch Manager & Investment Advisor at BMO Nesbitt Burns
5-2005
Investment Advisor at BMO Nesbitt Burns
9-1998 - 3-2005
Assistant Vice President at HSBC
Branch Manager & Investment Advisor at BMO Nesbitt Burns

Education

1997 - 1998
MBA from Trinity College Dublin
1991 - 1995
BBA from Bishop's University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Ottawa, Ontario, Canada Job Level : Senior Designation : Market Leader, Portfolio Manager, & Senior Investment Advisor at BMO Private Wealth
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Jeff

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jeff take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jeff

Personality Compatibility


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