Jeffrey G. Lewis, CPA

Examiner
DISC Type : cs

Partner at The Bonadio Group

Sarasota, Florida, United States

Overview

Jeffrey has no verified overview

Personality Overview

Status Quo Seeker

Process Oriented

Tough To Convince

They are thorough and always follow a systematic approach.  Being observant comes to them naturally. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

1-2009
Partner at The Bonadio Group
1-2007 - 12-2008
Principal at The Bonadio Group
1-2001 - 12-2006
Audit Manager at The Bonadio Group
10-1996 - 12-2000
Accountant/Auditor at The Bonadio Group

Education

1992 - 1996
BS from SUNY Geneseo

More Information

Social Presence :

Prographics :

Exp : 29 Location : Sarasota, Florida, United States Job Level : N/A Designation : Partner at The Bonadio Group
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Insights For Selling To Jeffrey G.

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey G. is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jeffrey G.

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Jeffrey G. move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jeffrey G. take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jeffrey G.

Personality Compatibility


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