Joseph Ceasar, CKA®

Judge
DISC Type : Dc

Wealth Advisor at Semita Asset Management

Lufkin, Texas, United States

Overview

Joseph has no verified overview

Personality Overview

Fast But Wary

Demanding

Quality Focused

They do not care very much about building rapport or relationships.  They respond better to strong and respectful interactions. They are less concerned about the product and more about its potential impact.

Topics They Care About

Joseph has no verified topics they care about

Media Appearances

Joseph has no verified media appearances

Work History

8-2019 - 2-2021
Wealth Advisor at Semita Asset Management
6-2015 - 8-2019
Portfolio Manager at Semita Asset Management
10-2014
Founder and Executive Director at Legacy Institute for Financial Empowerment
10-2012 - 6-2015
Managing Director - Traditional Investments at CAZ Investments L.P.
9-2011 - 10-2012
Sr. Investment Analyst/Jr. Portfolio Manager at CAZ Investments L.P.

Education

2007 - 2010
M.B.A. from University of Houston, C.T. Bauer College of Business
8-1997 - 6-2001
Bachelor of Science - BS from United States Military Academy at West Point

More Information

Social Presence :

Prographics :

Exp : 13 Location : Lufkin, Texas, United States Job Level : Leadership Designation : Wealth Advisor at Semita Asset Management
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Speak about competitive differentiation that your product offers

DONT's

  • Do not spend too much time focusing on product tech or features
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Joseph

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Joseph move?

  • If convinced, they can reach decisions quite fast.
  • Can Joseph take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Joseph

Personality Compatibility


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