Joel Kallett

Enthusiast
DISC Type : i

Managing Director at Clearsight Advisors

Reston, Virginia, United States

Overview

Joel has no verified overview

Personality Overview

Consensus Focused

Story Driven

Optimistic

They prefer to build relationships rather than staying totally transactional.  They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Joel has no verified topics they care about

Media Appearances

Joel has no verified media appearances

Work History

7-2011
Managing Director at Clearsight Advisors
6-2006 - 7-2011
Managing Director at Houlihan Lokey
5-2006
Partner at Updata Capital
Director - Head of Global Financial Technology Investment Banking at Deutsche Banc Alex. Brown
Managing Director at Raymond James & Associates, Inc.

Education

1987 - 1989
MBA from The Wharton School
1985 - 1988
BS from University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 19 Location : Reston, Virginia, United States Job Level : Mid-senior Designation : Managing Director at Clearsight Advisors
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Insights For Selling To Joel

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joel is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Joel

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Joel move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Joel take some risk or not?

  • They can take some low-probability risks if needed.

You And Joel

Personality Compatibility


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