Jeff Walters, CFP®

Evaluator
DISC Type : Dsc

CERTIFIED FINANCIAL PLANNER™ at Know My Plan

Charlotte, North Carolina, United States

Overview

Jeff has no verified overview

Personality Overview

Quality Focused

Hard To Convince

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Jeff has no verified topics they care about

Media Appearances

Jeff has no verified media appearances

Work History

9-2017
CERTIFIED FINANCIAL PLANNER™ at Know My Plan
4-2008 - 9-2017
VP, Financial Advisor at SunTrust Investment Services, Inc.

Education

1991 - 1996
Bachelor of Science - BS from University of North Carolina at Charlotte

More Information

Social Presence :

Prographics :

Exp : 18 Location : Charlotte, North Carolina, United States Job Level : N/A Designation : CERTIFIED FINANCIAL PLANNER™ at Know My Plan
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Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jeff

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jeff take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jeff

Personality Compatibility


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