Kevin S. Bonn

Visionary
DISC Type : Ds

Holistic Retirement Income Planner at Martinsen Wealth Management

Los Angeles County, California, United States

Overview

Kevin has no verified overview

Personality Overview

Early Adopter

Direct & Assertive

Fast But Thoughtful

They are very professional in their approach and can weigh multiple perspectives together.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Kevin has no verified topics they care about

Media Appearances

Kevin has no verified media appearances

Work History

11-2019
Holistic Retirement Income Planner at Martinsen Wealth Management
1-2010 - 12-2014
Managing Partner at Real Financial Strategies, LLC
5-2006 - 2-2019
Vice President of Operations at Pioneer General Engineering Contractors
3-2000
CEO | Financial Services | Investment Real Estate & Insurance Professional | Realtor® at Sanford Advisors, Inc.
1-2000 - 1-2006
CO-Owner - SVP Business Development at The Debt Solution

Education

1979 - 1981
A.S from State University of New York

More Information

Social Presence :

Prographics :

Exp : 40 Location : Los Angeles County, California, United States Job Level : Leadership Designation : Holistic Retirement Income Planner at Martinsen Wealth Management
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Insights For Selling To Kevin S.

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Let them know of potential risks but suggest mitigation methods alongside
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin S. is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Kevin S.

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Kevin S. move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Kevin S. take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Kevin S.

Personality Compatibility


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