Jim Kinsey

Examiner
DISC Type : cs

President and Wealth Advisor at Investment & Retirement Advisors, LLC and LPL Financial @ Fidelity Bank NC

Fayetteville, North Carolina, United States

Overview

Jim has no verified overview

Personality Overview

Late Adopter

Unexpressive

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Jim has no verified topics they care about

Media Appearances

Jim has no verified media appearances

Work History

6-2011
President and Wealth Advisor at Investment & Retirement Advisors, LLC and LPL Financial @ Fidelity Bank NC
Investment Counselor at BB&T Investment Services, Inc.
Advisor at WACHOVIA SECURITIES

Education

1980 - 1985
B.A Economics from Davidson College
1977 - 1980
Education details unavailable from North Lenoir High School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Fayetteville, North Carolina, United States Job Level : N/A Designation : President and Wealth Advisor at Investment & Retirement Advisors, LLC and LPL Financial @ Fidelity Bank NC
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

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

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jim move?

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

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

You And Jim

Personality Compatibility


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