Joseph L. Saka, CPA/PFS

Editor
DISC Type : CS

Chief Executive Officer at Berkowitz Pollack Brant Advisors + CPAs

Miami Beach, Florida, United States

Overview

Joseph has no verified overview

Personality Overview

Objective Thinker

Fact-Driven

Late Adopter

They are thorough and always follow a systematic approach.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Joseph has no verified topics they care about

Media Appearances

Joseph has no verified media appearances

Work History

Chief Executive Officer at Berkowitz Pollack Brant Advisors + CPAs
9-1998
Director-in-Charge of Tax Services at Berkowitz Pollack Brant Advisors + CPAs

Education

Bachelor of Science from Florida International University
Master of Science in Taxation from Florida International University - College of Business

More Information

Social Presence :

Prographics :

Exp : 27 Location : Miami Beach, Florida, United States Job Level : Leadership Designation : Chief Executive Officer at Berkowitz Pollack Brant Advisors + CPAs
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Insights For Selling To Joseph L.

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Actively address their concerns around change, risk, and acceptance by users
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid emotional and informal language, stay objective and to the point instead
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph L. is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Joseph L.

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Joseph L. move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Joseph L. take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Joseph L.

Personality Compatibility


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