Jordan Greenhouse

Enigma
DISC Type : idc

Chief Growth Officer at Lido Advisors, LLC

Los Angeles Metropolitan Area, United States

Overview

Jordan has no verified overview

Personality Overview

Fast Follower

Persuasive & Assertive

Challenger

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Jordan has no verified topics they care about

Media Appearances

Jordan has no verified media appearances

Work History

7-2023
Chief Growth Officer at Lido Advisors, LLC
6-2016 - 7-2023
Senior Managing Director at Kayne Anderson Rudnick
1-2015 - 6-2016
Regional Vice President - Private Client Group at Fidelity Investments
7-2012 - 1-2015
Regional Vice President - Wealth Advisor Solutions at Fidelity Investments
2-2011 - 7-2012
VP-Regional Planning Consultant at Fidelity Investments

Education

2003 - 2005
MBA from Cornell Johnson Graduate School of Management
BS from University of Utah

More Information

Social Presence :

Prographics :

Exp : 21 Location : Los Angeles Metropolitan Area, United States Job Level : Leadership Designation : Chief Growth Officer at Lido Advisors, LLC
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Insights For Selling To Jordan

During A Call Or A Meeting

DO's

  • Use a combination of data as well as stories for your pitch, a ppt might not be necessary
  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Leverage 'negging', or the art of asking negative questions like "you must not be convinced yet..."

DONT's

  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments, understand the root of their concerns first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jordan is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Jordan

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Jordan move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Jordan take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Jordan

Personality Compatibility


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