Luke Mills

Planner
DISC Type : Sc

Business Development Officer at Truist Investment Services, Inc. at Truist Wealth

Greensboro--Winston-Salem--High Point Area, United States

Overview

Luke has no verified overview

Personality Overview

Overcautious

Slower Adopter

Disciplined

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Topics They Care About

Luke has no verified topics they care about

Media Appearances

Luke has no verified media appearances

Work History

8-2024
Business Development Officer at Truist Investment Services, Inc. at Truist Wealth
9-2023 - 8-2024
Workplace Planning Consultant I at Fidelity Investments
1-2023 - 9-2023
Workplace Planning Associate at Fidelity Investments
9-2020 - 1-2023
Pet Products Associate at PetSmart

Education

8-2019 - 5-2022
Bachelor of Science - BS from University of North Carolina at Greensboro

More Information

Social Presence :

Prographics :

Exp : 5 Location : Greensboro--Winston-Salem--High Point Area, United States Job Level : N/A Designation : Business Development Officer at Truist Investment Services, Inc. at Truist Wealth
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Insights For Selling To Luke

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Luke is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Luke

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Luke move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Luke take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Luke

Personality Compatibility


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