Josh Barnett, CFP® ChFC® CRPC®

Researcher
DISC Type : Cs

Vice President Financial Planning at Goss Wealth Management

Baton Rouge Metropolitan Area, United States

Overview

Josh has no verified overview

Personality Overview

Process Focused

Detail Oriented

Perfectionist

They do not like taking risks at all and go for proven options in the end.  They are always well-planned and adopt a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Josh has no verified topics they care about

Media Appearances

Josh has no verified media appearances

Work History

10-2020
Vice President Financial Planning at Goss Wealth Management
12-2015 - 10-2020
Financial Advisor at Knobloch, Poche, Burns Wealth Management Group of Wells Fargo Advisors at Wells Fargo Advisors
6-2007 - 12-2015
Managing Partner at Foxy's Fitness Centers

Education

2003 - 2007
Bachelor of Science (BS) from Louisiana State University
Education details unavailable from Parkview Baptist School

More Information

Social Presence :

Prographics :

Exp : 18 Location : Baton Rouge Metropolitan Area, United States Job Level : Senior Designation : Vice President Financial Planning at Goss Wealth Management
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Insights For Selling To Josh

During A Call Or A Meeting

DO's

  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Josh is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Josh

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

Insights For Deal Planning

    How fast (or slow) will Josh move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Josh take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Josh

Personality Compatibility


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