Jim Wilhelm EA MSA

Examiner
DISC Type : cs

Partner at Campbell & Company, Wealth Advisors & Certified Public Accountants

Greater Tampa Bay Area, United States

Overview

Jim has no verified overview

Personality Overview

Late Adopter

Status Quo Seeker

Unexpressive

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

Topics They Care About

Jim has no verified topics they care about

Media Appearances

Jim has no verified media appearances

Work History

1-2014 - 6-2023
Partner at Campbell & Company, Wealth Advisors & Certified Public Accountants
7-2013 - 1-2014
Tax Team Lead at PwC
6-2011 - 6-2013
Tax Supervisor at PwC
12-2010 - 5-2011
Tax Manager at Suncoast CPA Group, PLLC (Formally Campbell & Virgilio, LC)
1-2006 - 12-2010
Senior Accountant at Campbell & Virgilio, LC

Education

2007 - 2009
MS from Liberty University
2000 - 2005
BS from Liberty University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Tampa Bay Area, United States Job Level : N/A Designation : Partner at Campbell & Company, Wealth Advisors & Certified Public Accountants
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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
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jim

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Jim take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Jim

Personality Compatibility


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