John Kopp CFP®, ChFC®, RICP®, MBA

Critic
DISC Type : C

Co-Founder and Wealth Management Advisor at Elevation Wealth Planning

Spokane, Washington, United States

Overview

John has no verified overview

Personality Overview

Critic

Precise

ROI Driven

They are quite likely to negotiate on pricing or other key terms.  They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

John has no verified topics they care about

Media Appearances

John has no verified media appearances

Work History

7-2016
Co-Founder and Wealth Management Advisor at Elevation Wealth Planning
7-2016
Wealth Management Advisor at Northwestern Mutual
8-2015 - 8-2016
Networking, Sales and Marketing Consultant at Partners In Hope
8-2014 - 8-2016
Communications and Business Development Consultant at World Relief Malawi
8-2011 - 6-2014
Sales Representative at Tacoma Diesel and Equipment

Education

1995 - 1999
Bachelor of Business Administration (B.B.A.) from Whitworth University
2004 - 2006
Master of Business Administration (MBA) from Northwest University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Spokane, Washington, United States Job Level : Leadership Designation : Co-Founder and Wealth Management Advisor at Elevation Wealth Planning
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from John

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can John take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And John

Personality Compatibility


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