Jeff Stone, CPA

Trailblazer
DISC Type : ID

Assurance Director at Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp.

Sacramento, California, United States

Overview

Jeff has no verified overview

Personality Overview

Friendly But Fast

Informal

Charismatic

A combination of speed and relationship gets the best response from them.  They are more likely to accept new and exciting technologies. They are charming and can persuade others to support their decisions.

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

Assurance Director at Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp.
Ethics & Compliance Services at Sutter Health
Faculty at University of Phoenix
Assurance Director at MGO (Macias Gini & O'Connell LLP)
Audit Partner at BFBA

Education

Education details unavailable from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Sacramento, California, United States Job Level : Mid-senior Designation : Assurance Director at Schwartz, Giannini, Lantsberger & Adamson Accountancy Corp.
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Showcase existing customers and use case-studies to grab their attention
  • Ask them for a lunch or coffee once some rapport has been established
  • Give them control of the sales process

DONT's

  • Don't make any commitments that you might not be able to fulfill
  • Don’t hesitate from asking questions or pushing them, but take a friendly approach
  • Avoid unnecessary negativity or slowness

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Jeff

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Jeff take some risk or not?

  • If necessary, they will be ready to take risks.

You And Jeff

Personality Compatibility


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