JOSEPH MONTALTO

Examiner
DISC Type : cs

CPA, Partner at RBT CPA's

Lake Katrine, New York, United States

Overview

JOSEPH has no verified overview

Personality Overview

Process Oriented

Unexpressive

Tough To Convince

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

JOSEPH has no verified topics they care about

Media Appearances

JOSEPH has no verified media appearances

Work History

7-2022
CPA, Partner at RBT CPA's
6-1999 - 7-2022
CPA, SHAREHOLDER at Sickler,Torchia, Allen & Churchill CPAs PC

Education

Education details unavailable from Kingston High School
Bachelor's Degree from SUNY Oneonta

More Information

Social Presence :

Prographics :

Exp : 26 Location : Lake Katrine, New York, United States Job Level : N/A Designation : CPA, Partner at RBT CPA's
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Insights For Selling To JOSEPH

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with JOSEPH is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from JOSEPH

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will JOSEPH move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can JOSEPH take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And JOSEPH

Personality Compatibility


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