Joseph Biloon, CFP®, AEP®

Critic
DISC Type : C

Certified Financial Planner at LINSCO PRIVATE LEDGER

Wilmington, Delaware, United States

Overview

Joseph has no verified overview

Personality Overview

Precise

Negotiator

Information Seeker

They are quite likely to negotiate on pricing or other key terms.  They prefer to analyze logically and value objective facts over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Joseph has no verified topics they care about

Media Appearances

Joseph has no verified media appearances

Work History

11-2022
Certified Financial Planner at LINSCO PRIVATE LEDGER
3-2006
Partner at Financial House
3-2006 - 11-2022
Financial Planner, Registered Representative at Lincoln Financial Securities
6-2000 - 3-2006
Financial Advisor at Morgan Stanley

Education

1995 - 1999
Bachelor of Science from Alfred Lerner College of Business & Economics at University of Delaware
1991 - 1995
Education details unavailable from Concord High School

More Information

Social Presence :

Prographics :

Exp : 25 Location : Wilmington, Delaware, United States Job Level : N/A Designation : Certified Financial Planner at LINSCO PRIVATE LEDGER
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be formal and objective, they will appreciate it more
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Do not use very emotional or colorful language
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Joseph

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Joseph move?

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

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

You And Joseph

Personality Compatibility


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