Jeffrey Presogna

Collaborator
DISC Type : is

Managing Principal at I.M.S. Wealth Management, LLC

Erie, Pennsylvania, United States

Overview

Jeffrey has no verified overview

Personality Overview

Example Driven

Fair-minded

Appreciative

They are more likely to opt for solutions that are proven in the market.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Scenarios where both sides can come out as winners appeal to them greatly.

Topics They Care About

Jeffrey has no verified topics they care about

Media Appearances

Jeffrey has no verified media appearances

Work History

1-2013
Managing Principal at I.M.S. Wealth Management, LLC
10-1984
President at Presogna and Company, P.C.

Education

1975 - 1979
B.S. Business Administration/Accounting from Indiana University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 41 Location : Erie, Pennsylvania, United States Job Level : Senior Designation : Managing Principal at I.M.S. Wealth Management, LLC
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • If possible, involve their colleagues in the sales process
  • Show genuine interest in solving their problems

DONT's

  • Don’t get into excessive details unless prompted
  • Don’t sound very transactional
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Jeffrey

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Jeffrey take some risk or not?

  • It is unlikely that they will take many risks.

You And Jeffrey

Personality Compatibility


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