Jon Coughlin

Evaluator
DISC Type : sdc

Private Wealth Advisor at Munroe Morrow Wealth Management

Boston, Massachusetts, United States

Overview

Jon has no verified overview

Personality Overview

Hard To Convince

Quality Focused

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Jon has no verified topics they care about

Media Appearances

Jon has no verified media appearances

Work History

6-2019
Private Wealth Advisor at Munroe Morrow Wealth Management
3-2018 - 6-2019
Associate at Cantella & Co., Inc.
Financial Representative at AXA Advisors, LLC
12-2016 - 1-2017
Wealth Management Intern at Shepherd Financial Partners
Loan Analyst at Lending Club Patient Solutions

Education

2013 - 2017
Bachelor of Business Administration (B.B.A.) from University of New Hampshire

More Information

Social Presence :

Prographics :

Exp : 8 Location : Boston, Massachusetts, United States Job Level : Junior Designation : Private Wealth Advisor at Munroe Morrow Wealth Management
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jon

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jon take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jon

Personality Compatibility


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