JR Phillips, CRPS®, AIF®

Inquirer
DISC Type : cd

President at Premier Retirement Plan Advisors

West Des Moines, Iowa, United States

Overview

JR has no verified overview

Personality Overview

Upfront

Judgemental

Demanding

They care equally about the product and its potential impact.  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.

Topics They Care About

JR has no verified topics they care about

Media Appearances

JR has no verified media appearances

Work History

1-2017
President at Premier Retirement Plan Advisors
5-2014 - 12-2016
President at Prisma Financial
1-2012 - 5-2014
Director of Corporate Client Development at VisionPoint Advisory Group
1-2006 - 12-2011
Director of Business Development at Merit Resources

Education

1986 - 1990
BSBA from Creighton University
Chartered Retirement Plan Specialist (CRPS®) from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 20 Location : West Des Moines, Iowa, United States Job Level : N/A Designation : President at Premier Retirement Plan Advisors
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Insights For Selling To JR

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid long winding pitches, stay objective
  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with JR is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from JR

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will JR move?

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

  • Once they have analyzed the pros and cons, they can take some risks.

You And JR

Personality Compatibility


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