Marshall Clay, JD, CFP®

Examiner
DISC Type : cs

Partner and Senior Advisor at The Welch Group

Birmingham, Alabama, United States

Overview

Marshall has no verified overview

Personality Overview

Overcautious

Late Adopter

Status Quo Seeker

The only way to convince them is by showing them examples and ample proof.  They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach.

Topics They Care About

Marshall has no verified topics they care about

Media Appearances

Marshall has no verified media appearances

Work History

3-2017
Partner and Senior Advisor at The Welch Group
12-2014 - 3-2017
Senior Advisor at The Welch Group
11-2012 - 12-2014
Advisor at The Welch Group
6-2008 - 10-2009
Civil Affairs Officer at U.S. Army
6-2001 - 1-2007
Field Artillery Officer at U.S. Army

Education

2007 - 2011
Doctor of Law (JD) from Samford University, Cumberland School of Law
1997 - 2001
Bachelor of Science (BS) from United States Military Academy at West Point

More Information

Social Presence :

Prographics :

Exp : 20 Location : Birmingham, Alabama, United States Job Level : N/A Designation : Partner and Senior Advisor at The Welch Group
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Insights For Selling To Marshall

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marshall 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 Marshall

  • 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 Marshall move?

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

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

You And Marshall

Personality Compatibility


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