Julian B. Morris, CFP®, ChFC®, AIF®, AAMS®, CRPC®, BFA®

Critic
DISC Type : C

Founder, CEO, Principal at Concierge Wealth Management™️

Needham, Massachusetts, United States

Overview

Julian has no verified overview

Personality Overview

Critic

ROI Driven

Negotiator

They don’t appreciate bells and whistles unless backed by data.  They are quite likely to negotiate on pricing or other key terms. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Julian has no verified topics they care about

Media Appearances

Julian has no verified media appearances

Work History

12-2010
Founder, CEO, Principal at Concierge Wealth Management™️
12-2004 - 12-2010
Franchise Owner/Senior Financial Advisor at Ameriprise Financial Services, Inc

Education

1999 - 2003
B.S. from University of Wisconsin-Madison
CFP® from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 21 Location : Needham, Massachusetts, United States Job Level : Leadership Designation : Founder, CEO, Principal at Concierge Wealth Management™️
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Insights For Selling To Julian B.

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Be ready for penetrating questions and critical examination of your pitch
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julian B. is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Julian B.

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Julian B. move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Julian B. take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Julian B.

Personality Compatibility


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