Joshua Lubel

Inquirer
DISC Type : cd

Financial Advisor at Morgan Stanley

Atlanta Metropolitan Area, United States

Overview

Joshua has no verified overview

Personality Overview

Judgemental

Demanding

Upfront

They can be nudged to make faster decisions by offering what they value.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Joshua has no verified topics they care about

Media Appearances

Joshua has no verified media appearances

Work History

6-2021
Financial Advisor at Morgan Stanley
11-2015
President at Zeta Beta Tau Fraternity, The University of Alabama
11-2014 - 11-2015
Treasurer at Zeta Beta Tau Fraternity, The University of Alabama
1-2014 - 11-2014
Academic Chair at Zeta Beta Tau Fraternity, The University of Alabama
8-2015
Financial Coordinator at The University of Alabama

Education

2013 - 2017
Finance from The University of Alabama
2013 - 2017
B S in Commerce and Business Administration from Univesrity of Alabama

More Information

Social Presence :

Prographics :

Exp : 11 Location : Atlanta Metropolitan Area, United States Job Level : Junior Designation : Financial Advisor at Morgan Stanley
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Insights For Selling To Joshua

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Highlight the competitive differentiation of your product
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Avoid repeating yourself or making generalizations
  • Refrain from asking too many questions
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joshua is

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

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

Insights For Deal Planning

    How fast (or slow) will Joshua move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Joshua take some risk or not?

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

You And Joshua

Personality Compatibility


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