Joel Kaplowitz CFP®

Evaluator
DISC Type : Csd

Managing Partner at Able Wealth Management

New York City Metropolitan Area, United States

Overview

Joel has no verified overview

Personality Overview

Fast But Analytical

Hard To Convince

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Joel has no verified topics they care about

Media Appearances

Joel has no verified media appearances

Work History

9-2018
Managing Partner at Able Wealth Management
9-2018
Partner/Co Founder at Able Wealth Management
8-2018
Financial Advisor at Financial planning
11-2012 - 7-2018
Financial Advisor at Securian Financial

Education

2010 - 2012
Financial Planning from New York University
2005 - 2009
Bachelor's degree from BMG

More Information

Social Presence :

Prographics :

Exp : 13 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Managing Partner at Able Wealth Management
URL has been copied!

Insights For Selling To Joel

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joel is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Joel

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Joel move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Joel take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Joel

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.