Jeff Redd

Pioneer
DISC Type : isd

Partner at Lawrence J Beardsley, CPA, PLLC

Dallas, Texas, United States

Overview

Lawrence J. Beardsley is a Certified Public Accountant and Partner at his own firm, specializing in personalized income and estate tax planning. With a Master of Science from the University of North Texas, he focuses on serving high-income individuals and small to medium-sized, family-owned businesses.

He is dedicated to enhancing lives by helping stakeholders achieve success, working with a different perspective and attitude to make life more interesting. His recent activity includes promoting financial grants for Texas businesses and sharing insights on passive investing, showing a commitment to client prosperity.

Unique Fact: He actively shares information on recovery grants and programs to assist industries adversely affected by economic challenges.

Personality Overview

Friendly But Fast

Decisive But Friendly

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Tax & Estate Planning
Specializes in providing personalized income and estate tax planning for high-income individuals and the families that own businesses.
Family Business Advisory
Focuses on the unique financial needs of small to medium-sized family-owned businesses, offering tailored accounting and tax solutions.
Small Business Grants
Actively informed and shared details about the Texas Travel Industry Recovery Grant, showing support for local businesses.

Media Appearances

Jeff has no verified media appearances

Work History

11-2024
Partner at Lawrence J Beardsley, CPA, PLLC
5-2003 - 11-2024
Owner at Golden, Redd, & Company, LLC
1-1996 - 5-2003
Principal at Dallas CPA firm
1-1994 - 1-1996
Staff accountant at James H Prentice & Co, PC

Education

1988 - 1993
MS from University of North Texas

More Information

Social Presence :

Prographics :

Exp : 32 Location : Dallas, Texas, United States Job Level : N/A Designation : Partner at Lawrence J Beardsley, CPA, PLLC
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • Keep your pitch focused on the impact but nurture the relationship too
  • During followups, use calls or text if needed, they should be fine

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Jeff

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They are generally fast movers and can take quick decisions
  • Can Jeff take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Jeff

Personality Compatibility


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