Martin McGrath - Retirement Specialist

Inquirer
DISC Type : cd

Chartered Accountant & Financial Planner at Financial Edge Group

Erina, New South Wales, Australia

Overview

Martin has no verified overview

Personality Overview

Judgemental

Hard To Convince

Demanding

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Martin has no verified topics they care about

Media Appearances

Martin has no verified media appearances

Work History

12-2014
Chartered Accountant & Financial Planner at Financial Edge Group
11-2012 - 12-2014
Accountant & Financial Planner at Macquarie Partners Central Coast
7-2007 - 11-2012
SMSF Specialist at Robson Partners Pty Limited

Education

2009 - 2013
Graduate Program from Institute of Charted Accountants Australia
2009 - 2011
Master of Applied Finance from Kaplan Professional

More Information

Social Presence :

Prographics :

Exp : 18 Location : Erina, New South Wales, Australia Job Level : N/A Designation : Chartered Accountant & Financial Planner at Financial Edge Group
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Insights For Selling To Martin

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Get to the point quickly instead of spending too much time on pleasantries
  • Highlight the competitive differentiation of your product

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Martin is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Martin

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Martin move?

  • Their decision making speed is somewhere in the middle.
  • Can Martin take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Martin

Personality Compatibility


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