Jeremy Busch CFP®, AAMS®, MBA

Evaluator
DISC Type : DCS

Certified Financial Planner™ at Keystone Financial Services

Loveland, Colorado, United States

Overview

Jeremy has no verified overview

Personality Overview

Thorough Evaluator

Quality Focused

Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there  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

Topics They Care About

Jeremy has no verified topics they care about

Media Appearances

Jeremy has no verified media appearances

Work History

10-2020
Certified Financial Planner™ at Keystone Financial Services
8-2019
Wealth Advisor at Keystone Financial Services at Keystone Financial Services
12-2017 - 10-2020
Client Relationship Manager at Keystone Financial Services
7-2016 - 10-2017
Financial Advisor at Edward Jones
10-2011 - 4-2016
ESS Accountant at Weld County School District 6

Education

2005 - 2008
Master of Business Administration (M.B.A.) from Keller Graduate School of Management of DeVry University
1998 - 2003
Bachelor of Arts (B.A.) from Fort Lewis College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Loveland, Colorado, United States Job Level : N/A Designation : Certified Financial Planner™ at Keystone Financial Services
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Insights For Selling To Jeremy

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • 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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeremy is

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

  • 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 Jeremy move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jeremy 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 Jeremy

Personality Compatibility


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