JOEY EPSTEIN, CPA CGMA

Critic
DISC Type : C

Member Board of Directors at Great North Bank

Miami-Fort Lauderdale Area, United States

Overview

JOEY has no verified overview

Personality Overview

Precise

Critic

Information Seeker

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Topics They Care About

JOEY has no verified topics they care about

Media Appearances

JOEY has no verified media appearances

Work History

5-2024
Member Board of Directors at Great North Bank
12-2023
Managing Director at LerroSarbey, PLLC
1-2017 - 10-2023
Managing Director at BDO
1-2016 - 10-2016
Chief Financial Officer at JetSmarter Inc.
6-2004 - 1-2016
Director at RSM US LLP

Education

BS from Miami University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Miami-Fort Lauderdale Area, United States Job Level : Mid-senior Designation : Member Board of Directors at Great North Bank
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Insights For Selling To JOEY

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with JOEY is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from JOEY

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will JOEY move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can JOEY take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And JOEY

Personality Compatibility


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