Josh Nardi

Wildcard
DISC Type : cis

Financial Advisor at WestPac Wealth Partners

Henderson, Nevada, United States

Overview

Josh has no verified overview

Personality Overview

Curious But Skeptical

ROI Driven

Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Josh has no verified topics they care about

Media Appearances

Josh has no verified media appearances

Work History

3-2025
Financial Advisor at WestPac Wealth Partners
8-2019
Real Estate Investor at Nardi Properties LLC
8-2019 - 9-2021
Loan Officer at Fairway Independent Mortgage Corp.
12-2016 - 8-2019
Mortgage Loan Specialist at New American Funding
1-2009 - 11-2012
Loan Officer at First Mortgage Corporation

Education

2001 - 2005
Bachelor of Science in Marketing from University of Illinois Chicago

More Information

Social Presence :

Prographics :

Exp : 16 Location : Henderson, Nevada, United States Job Level : N/A Designation : Financial Advisor at WestPac Wealth Partners
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Insights For Selling To Josh

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Share testimonials from known people and give multiple examples of product value
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Don’t overhype the product/pitch, keep it measured
  • 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 Josh is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Josh

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Josh move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Josh take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Josh

Personality Compatibility


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