Leighton Liles, CPA, CFP®, CPWA®

Questioner
DISC Type : c

Director | Family Wealth Advisor at Baird

Nashville, Tennessee, United States

Overview

Leighton has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Topics They Care About

Leighton has no verified topics they care about

Media Appearances

Leighton has no verified media appearances

Work History

3-2018
Director | Family Wealth Advisor at Baird
4-2014
Member Board Of Directors at Apollo Managing General Agency
10-2015 - 2-2018
Chief Financial Officer at Sano Informed Prescribing
3-2016 - 5-2016
Adjunct Professor of Finance at Lipscomb University
2-2011 - 10-2015
Vice President at Iroquois Capital Group

Education

2009 - 2011
MBA from Vanderbilt University Owen Graduate School of Management
2007 - 2008
Certificate in Financial Planning from Belmont University - Jack C. Massey College of Business

More Information

Social Presence :

Prographics :

Exp : 17 Location : Nashville, Tennessee, United States Job Level : Mid-senior Designation : Director | Family Wealth Advisor at Baird
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Insights For Selling To Leighton

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leighton is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Leighton

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Leighton move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Leighton take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Leighton

Personality Compatibility


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