Jim Mocci

Wildcard
DISC Type : ics

Managing Director, Head of Marketing at EP Wealth Advisors

San Francisco Bay Area, United States

Overview

Jim has no verified overview

Personality Overview

Friendly But Slow

ROI Driven

Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Jim has no verified topics they care about

Media Appearances

Jim has no verified media appearances

Work History

5-2022
Managing Director, Head of Marketing at EP Wealth Advisors
9-2016 - 5-2022
Vice President - Brand Advertising & Global Creative Services at Fisher Investments
9-2012 - 8-2016
Director & COO for Global iShares Marketing at BlackRock
4-2009 - 9-2012
Vice President & Institutional Marketing Manager at BlackRock
4-2009 - 12-2009
Principal & Marketing Manager at BlackRock

Education

Bachelor of Science from University of California, Berkeley

More Information

Social Presence :

Prographics :

Exp : 16 Location : San Francisco Bay Area, United States Job Level : Mid-senior Designation : Managing Director, Head of Marketing at EP Wealth Advisors
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Help them realize that there is no personal risk in making this decision
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jim

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Jim take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Jim

Personality Compatibility


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