Ken Greenlee

Researcher
DISC Type : Cs

Business Development at Cetera Financial Group

Carlsbad, California, United States

Overview

Ken has no verified overview

Personality Overview

Detail Oriented

Soft Communicator

Cost Conscious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Topics They Care About

Ken has no verified topics they care about

Media Appearances

Ken has no verified media appearances

Work History

6-2017
Business Development at Cetera Financial Group
12-2014
Business Development at First Allied Securities, Inc.
12-2014
Financial Advisor at Luminate Financial Services

Education

Bachelor of Arts (B.A.) English from UCLA
Master's degree from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Carlsbad, California, United States Job Level : N/A Designation : Business Development at Cetera Financial Group
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Insights For Selling To Ken

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Actively address their concerns around change, risk, and acceptance by users
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ken is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Ken

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Ken move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Ken take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Ken

Personality Compatibility


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