Jody Holt, CPA

Observer
DISC Type : ci

Chief Financial Officer at The Home for Little Wanderers

Rye, New Hampshire, United States

Overview

Jody has no verified overview

Personality Overview

Value Driven

Curious

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Jody has no verified topics they care about

Media Appearances

Jody has no verified media appearances

Work History

1-2024
Chief Financial Officer at The Home for Little Wanderers
3-2022 - 1-2024
Chief Financial Officer at Koha Health
1-2021 - 12-2023
Co-Founder & CEO at Kincern
4-2020 - 9-2022
Chief Financial Officer at HoltSTACK
6-2017 - 3-2020
Chief Financial Officer at Covenant Living Communities and Services

Education

1985 - 1989
BS from Penn State University
Education details unavailable from Red Bank Catholic High School

More Information

Social Presence :

Prographics :

Exp : 13 Location : Rye, New Hampshire, United States Job Level : Leadership Designation : Chief Financial Officer at The Home for Little Wanderers
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Insights For Selling To Jody

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Build rapport, it will come handy to handle hard questions later
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jody is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Jody

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jody move?

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

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

You And Jody

Personality Compatibility


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