Kevin Margolis

Examiner
DISC Type : sc

Managing Director and CEO at SFMG Wealth Advisors

Plano, Texas, United States

Overview

Kevin has no verified overview

Personality Overview

Tough To Convince

Unexpressive

Status Quo Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Kevin has no verified topics they care about

Media Appearances

Kevin has no verified media appearances

Work History

9-2004
Managing Director and CEO at SFMG Wealth Advisors
Tax Manager at KPMG Peat Marwick

Education

1985 - 1989
BBA from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 21 Location : Plano, Texas, United States Job Level : Leadership Designation : Managing Director and CEO at SFMG Wealth Advisors
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kevin

  • 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 Kevin move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Kevin take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Kevin

Personality Compatibility


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