Jim Eckel

Sharpshooter
DISC Type : DC

President and Founder at FinancialAdvisors.com

San Clemente, California, United States

Overview

Jim has no verified overview

Personality Overview

ROI Driven

Rigorous & Demanding

Precise But Practical

They like to be in a position where they can control the conversation and terms.  They are very proud of what they do. They are not focused on building rapport and relationships.

Topics They Care About

Jim has no verified topics they care about

Media Appearances

Jim has no verified media appearances

Work History

1-2015
President and Founder at FinancialAdvisors.com
1-2018
Principal Advisor at Charitable Advisors
12-2021 - 12-2025
Foundation Advisor at Casa de las Campanas
9-2013 - 3-2015
Director of Development at Heritage Museum of Orange County
4-2008 - 8-2013
Director of Planned Giving at USS Midway Museum

Education

Doctor of Law - JD from Western State College of Law
Bachelor of Science - BS from California State University - East Bay

More Information

Social Presence :

Prographics :

Exp : 17 Location : San Clemente, California, United States Job Level : Leadership Designation : President and Founder at FinancialAdvisors.com
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Speak about competitive differentiation that your product offers
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don't try too hard to forge relationships with them
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim 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 Jim

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They can take decisions very fast if you manage to convince them.
  • Can Jim take some risk or not?

  • The risks don’t matter much to them.

You And Jim

Personality Compatibility


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