Kent Lam

Enthusiast
DISC Type : i

Regional Supervision Officer at BMO Nesbitt Burns

Toronto, Ontario, Canada

Overview

Kent Lam is a Regional Supervision Officer at BMO Nesbitt Burns, specializing in compliance within Torontos investment brokerage industry. He is a graduate of the University of Toronto with a Bachelor of Arts in Economics and Urban Studies and holds certifications including the Branch Managers Course.

Outside of his finance career, Kent is an accomplished playwright and independent theatre producer. He has written and produced plays such as "Drowning In Wasabi" for the Toronto Fringe Theatre Festival and "The Other Side of the Cubicle, " which was performed by professionals from the financial industry.

He leads a dual life, balancing a career on Bay Street with his passion for creative writing and theatre production.

Personality Overview

Amiable & Agreeable

Non-Confrontational

Consensus Focused

They are more about building relationships than just cutting deals.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Financial Compliance
His career is centered on supervision and compliance within the investment brokerage industry at BMO Nesbitt Burns.
Independent Theatre
He is an experienced playwright and producer, having staged original works like "Drowning In Wasabi" at the Toronto Fringe Festival.
Creative Writing
He has authored multiple plays, including "The Cubicle Chronicles" and "The Other Side of the Cubicle, " demonstrating a long-term passion for writing.

Media Appearances

Kent has no verified media appearances

Work History

11-2021
Regional Supervision Officer at BMO Nesbitt Burns
11-2020
Branch Supervision Specialist at BMO Nesbitt Burns
1-2015 - 11-2020
Branch Compliance Specialist / Senior Branch Operations Administrator at BMO Nesbitt Burns
8-2004
Playwright and Producer at actwright theatre
7-2004
Playwright at actwright theatre (Toronto)

Education

Bachelor of Arts (B.A.) from University of Toronto - University of St. Michael's College

More Information

Social Presence :

Prographics :

Exp : 21 Location : Toronto, Ontario, Canada Job Level : Junior Designation : Regional Supervision Officer at BMO Nesbitt Burns
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Insights For Selling To Kent

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kent is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Kent

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Kent move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Kent take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Kent

Personality Compatibility


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