John D. Orem, CFP®

Observer
DISC Type : ic

Managing Director at Potomac Wealth Advisors, LLC

Washington, District of Columbia, United States

Overview

John has no verified overview

Personality Overview

Value Driven

Example Seeker

Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are likely to ask many questions and look heavily for supporting information. They are generally strong communicators and are not easy to convince.

Topics They Care About

John has no verified topics they care about

Media Appearances

John has no verified media appearances

Work History

3-2010
Managing Director at Potomac Wealth Advisors, LLC
8-2009 - 4-2010
Vice President at Sandy Spring Bank
5-1993 - 8-2009
Vice President at SunTrust Bank
10-1993 - 5-1998
Managing Director at Riggs & Co.

Education

1982 - 1986
BA from College of the Holy Cross
1978 - 1982
Education details unavailable from Gonzaga College High School, Washington, D.C.

More Information

Social Presence :

Prographics :

Exp : 21 Location : Washington, District of Columbia, United States Job Level : Mid-senior Designation : Managing Director at Potomac Wealth Advisors, LLC
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Insights For Selling To John D.

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Build rapport, it will come handy to handle hard questions later
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John D. is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from John D.

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will John D. move?

  • They like to analyze well and then make their decisions.
  • Can John D. take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And John D.

Personality Compatibility


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