Jeff Plyamm

Questioner
DISC Type : c

Senior Vice President, Financial Advisor at Morgan Stanley

Los Angeles, California, United States

Overview

Jeff has no verified overview

Personality Overview

Price-Sensitive

Systematic

Cautious & Analytical

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

8-2022
Senior Vice President, Financial Advisor at Morgan Stanley
9-2013 - 8-2022
Senior Financial Advisor, First Vice President - Investments at Wells Fargo Advisors
12-2008 - 9-2013
Private Client Advisor, Vice President - Investments at J.P. Morgan
11-2006 - 12-2008
Guided Portfolio Manager - Financial Advisor at Morgan Stanley
3-2005 - 11-2006
Financial Advisor at Searchlight Financial Advisors

Education

Jeff has no verified education history

More Information

Social Presence :

Prographics :

Exp : 20 Location : Los Angeles, California, United States Job Level : Leadership Designation : Senior Vice President, Financial Advisor at Morgan Stanley
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jeff

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jeff take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Jeff

Personality Compatibility


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