Mark Tepper, CFP®

Questioner
DISC Type : c

CEO at Strategic Wealth Partners

Independence, Ohio, United States

Overview

Mark has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Mark has no verified topics they care about

Media Appearances

Mark has no verified media appearances

Work History

8-2003
CEO at Strategic Wealth Partners
2-2002 - 8-2003
Financial Advisor at Capital Planners
12-2000 - 2-2002
Financial Representative at Northwestern Mutual

Education

1998 - 2002
BSBA from John Carroll University
2018 - 2018
Value Investing from Columbia Business School

More Information

Social Presence :

Prographics :

Exp : 25 Location : Independence, Ohio, United States Job Level : Leadership Designation : CEO at Strategic Wealth Partners
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • 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 Mark 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 Mark

  • 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 Mark move?

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

  • Can Mark take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Mark

Personality Compatibility


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