Kelson Connors

Evaluator
DISC Type : dsc

Financial Advisor at WC Bird Private Wealth Management

Detroit Metropolitan Area, United States

Overview

Kelson has no verified overview

Personality Overview

Thorough Evaluator

Quality Focused

Hard To Convince

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Kelson has no verified topics they care about

Media Appearances

Kelson has no verified media appearances

Work History

10-2024
Financial Advisor at WC Bird Private Wealth Management
5-2023 - 10-2024
Financial Advisor at Wells Fargo Advisors
11-2022 - 4-2023
Associate Private Client Financial Advisor at Wells Fargo Advisors
7-2022 - 10-2022
Associate Operations Processor at Wells Fargo Advisors
7-2021 - 5-2022
Student Representative - University Strategic Planning Task Force at University of Detroit Mercy

Education

2018 - 2022
Bachelor's degree from University of Detroit Mercy
2014 - 2018
Education details unavailable from Powers Catholic High School

More Information

Social Presence :

Prographics :

Exp : 5 Location : Detroit Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at WC Bird Private Wealth Management
URL has been copied!

Insights For Selling To Kelson

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelson is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Kelson

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Kelson move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Kelson take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Kelson

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.