Jordan Bastien

Examiner
DISC Type : cs

Senior Vice President – Financial Advisor, Portfolio Director Group at RBC Wealth Management

Greater Philadelphia, United States

Overview

Jordan has no verified overview

Personality Overview

Overcautious

Status Quo Seeker

Process Oriented

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. Being observant comes to them naturally.

Topics They Care About

Jordan has no verified topics they care about

Media Appearances

Jordan has no verified media appearances

Work History

6-2018
Senior Vice President – Financial Advisor, Portfolio Director Group at RBC Wealth Management
2-2016 - 12-2017
Director, Customer Success, Corporate Development, and Strategic Communications at WorthFM (Worth Financial Management)
7-2012 - 1-2016
Director of Alumni Relations, major gifts fundraiser at Abington Friends School
9-2003 - 10-2009
Director at Andrea Rosen Gallery
9-1999 - 9-2003
Gallery Manager at D'Amelio Terras Gallery

Education

1994 - 1998
Bachelor of Arts from Princeton University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Greater Philadelphia, United States Job Level : Leadership Designation : Senior Vice President – Financial Advisor, Portfolio Director Group at RBC Wealth Management
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Insights For Selling To Jordan

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jordan is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jordan

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jordan move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jordan take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jordan

Personality Compatibility


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