Lloyd Haggard, CPA, FHFMA, CPC, CGMA

Observer
DISC Type : ci

Vice President at Toyon Associates, Inc.

Tulsa, Oklahoma, United States

Overview

Lloyd has no verified overview

Personality Overview

Assertive

Curious

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Lloyd has no verified topics they care about

Media Appearances

Lloyd has no verified media appearances

Work History

7-2020
Vice President at Toyon Associates, Inc.
6-2019 - 7-2020
Managing Director at BKD CPAs & Advisors
8-2014 - 6-2019
Managing Director at Deloitte & Touche
8-2009 - 8-2014
Senior Manager at Deloitte & Touche
4-2006 - 8-2009
Senior Manager at Ernst & Young

Education

1980 - 1984
BSBA from Missouri Southern State University
1967 - 1980
Education details unavailable from Webb City

More Information

Social Presence :

Prographics :

Exp : 20 Location : Tulsa, Oklahoma, United States Job Level : Senior Designation : Vice President at Toyon Associates, Inc.
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Insights For Selling To Lloyd

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lloyd is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Lloyd

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Lloyd move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Lloyd take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Lloyd

Personality Compatibility


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