Matt Sugden, CRCP

Wildcard
DISC Type : sic

Chief Compliance Officer at Commonwealth Financial Network

Natick, Massachusetts, United States

Overview

Matt has no verified overview

Personality Overview

ROI Driven

Curious But Skeptical

Requires Proof

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Matt has no verified topics they care about

Media Appearances

Matt has no verified media appearances

Work History

9-2025
Chief Compliance Officer at Commonwealth Financial Network
4-2022 - 9-2025
Senior Vice President at Commonwealth Financial Network
5-2018 - 4-2022
Vice President Compliance at Commonwealth Financial Network

Education

1999 - 2003
Legal Studies from Quinnipiac University
Certified Regulatory and Compliance Proffesional (CRCP) from FINRA institute at Wharton

More Information

Social Presence :

Prographics :

Exp : 7 Location : Natick, Massachusetts, United States Job Level : Leadership Designation : Chief Compliance Officer at Commonwealth Financial Network
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Matt

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Matt move?

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

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Matt

Personality Compatibility


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