John Kuo

Critic
DISC Type : C

Financial Planner at Sierra Wealth

Sydney, New South Wales, Australia

Overview

John Kuo is the founder and principal Financial Planner at Sierra Wealth, with over 20 years of experience in financial services. He holds an Honours degree in Banking and Finance from Monash University and started his career in stockbroking and corporate finance before focusing on financial planning, specializing in serving high-net-worth clients.

Outside of his professional life, John has a notable interest in the culinary world, holding a WSET Level 2 certification in wine and spirits. He speaks Mandarin and has shared his knowledge on food and wine pairing. His client stories reveal a focus on the human side of financial decisions.

Unique fact: A recurring detail on his online profiles is that he is "known to have cooked 500 sausages in under 2 hours on several occasions. "

Personality Overview

Negotiator

Objective Thinker

Critic

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

Topics They Care About

Holistic Financial Planning
His commentary emphasizes simplifying financial decisions to help clients achieve major life goals, not just monetary returns.
HNW Wealth Management
Has extensive experience from his time in premier banking assisting high-net-worth clients with their specific wealth accumulation and management needs.
Entrepreneurial Finance
He shows a keen interest in the financial journey of entrepreneurs and has a professional background in corporate finance, assisting companies with capital raising.

Media Appearances

John has no verified media appearances

Work History

4-2022
Financial Planner at Sierra Wealth
4-2022
Financial Planner at Sierra Wealth
9-2021 - 3-2022
Senior Financial Planner at Switzer Advisory
7-2018 - 9-2021
Senior Financial Planner at COMMONWEALTH FINANCIAL PLANNING LIMITED
4-2017 - 9-2021
Senior Financial Planner at COMMONWEALTH FINANCIAL PLANNING LIMITED

Education

1995 - 1997
Honours in Banking and Finance from Monash University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Sydney, New South Wales, Australia Job Level : N/A Designation : Financial Planner at Sierra Wealth
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

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

  • 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 move?

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

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

You And John

Personality Compatibility


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