Mark Liu

Observer
DISC Type : ic

Portfolio Manager at Ardent Capital

Los Altos, California, United States

Overview

Mark has no verified overview

Personality Overview

Assertive

Curious

Example Seeker

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

Topics They Care About

Mark has no verified topics they care about

Media Appearances

Mark has no verified media appearances

Work History

1-2005
Portfolio Manager at Ardent Capital
1995 - 1-2005
Senior Investment Consultant at Charles Schwab
10-1991 - 1994
Account Executive at Trans Union

Education

1989 - 1991
Bachelor of Science from University of California, Berkeley, Haas School of Business
1989 - 1991
BS from University of California, Berkeley

More Information

Social Presence :

Prographics :

Exp : 34 Location : Los Altos, California, United States Job Level : Middle Designation : Portfolio Manager at Ardent Capital
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Be prepared for a lot of questions, answer them objectively
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

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

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

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Mark take some risk or not?

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

You And Mark

Personality Compatibility


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