John F. Thompson, CPWA®, CIMA®

Critic
DISC Type : C

Private Wealth Advisor / Owner at Congruent Wealth

Jacksonville, Florida, United States

Overview

John has no verified overview

Personality Overview

Objective Thinker

ROI Driven

Precise

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

John has no verified topics they care about

Media Appearances

John has no verified media appearances

Work History

9-2022
Private Wealth Advisor / Owner at Congruent Wealth
9-2002 - 8-2022
Managing Director - Investment Officer at Wells Fargo Advisors
9-2000 - 8-2002
Financial Consultant, CFM at Merrill Lynch Global Wealth Management Group

Education

Certified Investment Management Analyst® from The Wharton School
Certified Private Wealth Advisor® from The University of Chicago Booth School of Business

More Information

Social Presence :

Prographics :

Exp : 25 Location : Jacksonville, Florida, United States Job Level : N/A Designation : Private Wealth Advisor / Owner at Congruent Wealth
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Insights For Selling To John F.

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Be ready to answer many clarity-seeking questions and requests for information
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John F. is

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

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

Insights For Deal Planning

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

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

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

You And John F.

Personality Compatibility


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