Joe DeRenzis CFEI,CSSCS

Critic
DISC Type : C

Instructor at Social Security & Retirement Income Planning Workshops

Bradenton, Florida, United States

Overview

Joe has no verified overview

Personality Overview

ROI Driven

Precise

Information Seeker

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Joe has no verified topics they care about

Media Appearances

Joe has no verified media appearances

Work History

2014
Instructor at Social Security & Retirement Income Planning Workshops
9-2001
President at JD Financial Solutions & Insurance Group Inc.
8-2001
Teacher (Algebra) at Avon Park High School

Education

1986 - 1989
Bachelor of Business Administration (BBA) from Pace University-Pleasantville/Briarcliff Campus
Teacher Education and Professional Development from Eckerd College

More Information

Social Presence :

Prographics :

Exp : 24 Location : Bradenton, Florida, United States Job Level : N/A Designation : Instructor at Social Security & Retirement Income Planning Workshops
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Insights For Selling To Joe

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joe is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Joe

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Joe move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Joe take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Joe

Personality Compatibility


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