Joseph Gregory

Inquirer
DISC Type : cd

AVP, IT Change Manager at LPL Financial

Fernandina Beach, Florida, United States

Overview

Joseph has no verified overview

Personality Overview

ROI Conscious

Hard To Convince

Judgemental

They respond well to confident salespeople.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Joseph has no verified topics they care about

Media Appearances

Joseph has no verified media appearances

Work History

4-2023
AVP, IT Change Manager at LPL Financial
7-2018 - 7-2023
AVP, Application Production Services at LPL Financial
2-2011 - 7-2018
Manager, Lead Release Manager at TIAA
12-2006 - 2-2011
Sr. Change Control Specialist at TIAA
8-2005 - 12-2006
Desktop Support Engineer - Trading Floor at TIAA

Education

2011 - 2013
Information Technology from Excelsior University
1987 - 1989
Business Administration from University of North Carolina at Charlotte

More Information

Social Presence :

Prographics :

Exp : 21 Location : Fernandina Beach, Florida, United States Job Level : Middle Designation : AVP, IT Change Manager at LPL Financial
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Stress on the business value that your product offers
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don’t try to be an alpha salesperson, give them equal space
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Joseph

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Joseph move?

  • Their decision making speed is somewhere in the middle.
  • Can Joseph take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Joseph

Personality Compatibility


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