Lance J. Johnson, CRPC®

Critic
DISC Type : C

Acting CEO at ROI Financial Advisors, LLC

Beaverton, Oregon, United States

Overview

Lance has no verified overview

Personality Overview

Critic

Precise

Information Seeker

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Lance has no verified topics they care about

Media Appearances

Lance has no verified media appearances

Work History

8-2012
Acting CEO at ROI Financial Advisors, LLC
2010 - 2012
License Tax Preparer (LTP) at Dougall Conradie CPA
1993 - 2010
Advanced Financial Advisor at Ameriprise Financial Services, Inc.

Education

1986 - 1992
Bachelor of Science (BS) from Rochester Institute of Technology
CRPC - Chartered Retirement Planning Counselor from College of Financial Planning

More Information

Social Presence :

Prographics :

Exp : 33 Location : Beaverton, Oregon, United States Job Level : Leadership Designation : Acting CEO at ROI Financial Advisors, LLC
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Insights For Selling To Lance J.

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lance J. is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Lance J.

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Lance J. move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Lance J. take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Lance J.

Personality Compatibility


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