Logan Ziegler

Questioner
DISC Type : c

Financial Advisor at Plante Moran Wealth Management

Detroit Metropolitan Area, United States

Overview

Logan has no verified overview

Personality Overview

Cautious & Analytical

Systematic

Price-Sensitive

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

Topics They Care About

Logan has no verified topics they care about

Media Appearances

Logan has no verified media appearances

Work History

8-2024
Financial Advisor at Plante Moran Wealth Management
6-2023 - 8-2023
Investment Analyst Intern at CincyTech USA
1-2023 - 5-2023
Equity Research Analyst at Red Brick Capital
9-2022 - 5-2023
Valuation Fellow at CincyTech USA
5-2022 - 3-2024
Portfolio Manager at RedHawk Ventures

Education

2020 - 2024
Bachelor of Science - BS from Miami University Farmer School of Business
2016 - 2020
High School Diploma from Detroit Catholic Central High School

More Information

Social Presence :

Prographics :

Exp : 3 Location : Detroit Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Plante Moran Wealth Management
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Insights For Selling To Logan

During A Call Or A Meeting

DO's

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

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • 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 Logan 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 Logan

  • 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 Logan move?

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

  • Can Logan take some risk or not?

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


You And Logan

Personality Compatibility


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