Joe P Medrano

Inspirer
DISC Type : id

Wealth Advisor and Financial Planner at 5280-Capital RIA (Registered Investment Advisors) Custodian TD Ameritrade

Englewood, Colorado, United States

Overview

Joe has no verified overview

Personality Overview

Confident & Optimistic

Achievment Oriented

Charming & Persuasive

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Joe has no verified topics they care about

Media Appearances

Joe has no verified media appearances

Work History

1-2020
Wealth Advisor and Financial Planner at 5280-Capital RIA (Registered Investment Advisors) Custodian TD Ameritrade
1-2006 - 1-2018
CERTIFIED FINANCIAL PLANNER™ at LPL Financial
6-1999 - 12-2005
Investment Strategist and CERTIFIED FINANCIAL PLANNER ™ at Mutual Service Corporation
6-1980 - 5-1999
National Bank Examiner at Office of the Comptroller of the Currency - U. S. Treasury

Education

1974 - 1979
BBA from Washburn University
Education details unavailable from Holiday Jr. High

More Information

Social Presence :

Prographics :

Exp : 42 Location : Englewood, Colorado, United States Job Level : N/A Designation : Wealth Advisor and Financial Planner at 5280-Capital RIA (Registered Investment Advisors) Custodian TD Ameritrade
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Insights For Selling To Joe P

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Refer to testimonials from well known people to highlight the value of your product
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch
  • Don’t be very informal even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joe P is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Joe P

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Joe P move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Joe P take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Joe P

Personality Compatibility


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