Jeffrey Hahn, CFP®

Sharpshooter
DISC Type : DC

Founder at Buttonwood Wealth

Winchester, Virginia, United States

Overview

Jeffrey has no verified overview

Personality Overview

Rigorous & Demanding

Fast But Analytical

ROI Driven

They put a lot of effort into ensuring personal success.  They prefer to move quickly, and expect the same from others. They like to stay in control of the negotiation or defining of the terms.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

1-2020
Founder at Buttonwood Wealth
1-2020 - 1-2020
Partner at Buttonwood Wealth
6-2008 - 1-2020
Managing Director/CCO at Wiseman & Associates Wealth Management
10-2007 - 5-2008
Financial Advisor at Thrivent Financial for Lutherans
7-2005 - 4-2007
Pitcher at Detroit Tigers

Education

2000 - 2005
Bachelor of Applied Science (BASc) from Wilbur O. and Ann Powers College of Business at Clemson University
1996 - 2000
Education details unavailable from John Handley High School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Winchester, Virginia, United States Job Level : Leadership Designation : Founder at Buttonwood Wealth
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Be respectful but crisp
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Don't try too hard to forge relationships with them
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jeffrey

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • If convinced, they can reach decisions quite fast.
  • Can Jeffrey take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Jeffrey

Personality Compatibility


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