Lawrence Perry

Evaluator
DISC Type : Dcs

Financial Representative & Financial Planner at Baystate Financial

Cumberland County, Maine, United States

Overview

Lawrence has no verified overview

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Lawrence has no verified topics they care about

Media Appearances

Lawrence has no verified media appearances

Work History

8-2005
Financial Representative & Financial Planner at Baystate Financial
8-2005 - 7-2016
Financial Services Representative at MetLife

Education

1988
Chartered Financial Consultant from American College
1987
Chartered Life Underwriter from American College
1971 - 1975
BS from University of Maine, American College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Cumberland County, Maine, United States Job Level : Junior Designation : Financial Representative & Financial Planner at Baystate Financial
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Insights For Selling To Lawrence

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lawrence is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Lawrence

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Lawrence move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Lawrence take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Lawrence

Personality Compatibility


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