Lucas Noble, CFP®, ChFC®, CASL®, AEP®

Examiner
DISC Type : cs

State Committeeman at State Committee

Greater Boston, United States

Overview

Lucas has no verified overview

Personality Overview

Process Oriented

Overcautious

Status Quo Seeker

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Topics They Care About

Lucas has no verified topics they care about

Media Appearances

Lucas has no verified media appearances

Work History

3-2012
State Committeeman at State Committee
10-2006
Certified Financial Planner at Noble Financial Group LLC
Certified Financial Planner , Investment Adviser Representative at Noble Financial Group LLC
Coordinator at Political Campaigns
Independent at Self Employed

Education

2017 - 2019
Masters Estate Planning from The American College of Financial Services
Financial Planning from American College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater Boston, United States Job Level : Junior Designation : State Committeeman at State Committee
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Insights For Selling To Lucas

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lucas is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Lucas

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Lucas move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Lucas take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Lucas

Personality Compatibility


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