Justin Daley, CFP®

Go-getter
DISC Type : d

Financial Advisor at Aksala Wealth Advisors

Bradenton, Florida, United States

Overview

Justin has no verified overview

Personality Overview

Self-Confident

Fast-Paced

Challenger

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 don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Justin has no verified topics they care about

Media Appearances

Justin has no verified media appearances

Work History

2-2020
Financial Advisor at Aksala Wealth Advisors
9-2007 - 2-2019
Branch Manager - Financial Advisor at Ameriprise Financial Services, LLC

Education

Justin has no verified education history

More Information

Social Presence :

Prographics :

Exp : 17 Location : Bradenton, Florida, United States Job Level : N/A Designation : Financial Advisor at Aksala Wealth Advisors
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Insights For Selling To Justin

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Get to the point quickly instead of spending too much time on pleasantries
  • Highlight the competitive differentiation of your product

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Justin is

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

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

Insights For Deal Planning

    How fast (or slow) will Justin move?

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

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

You And Justin

Personality Compatibility


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