Matt Walters, CFP®

Judge
DISC Type : Dc

CEO at Mach 1 Financial Group

Bentonville, Arkansas, United States

Overview

Matt has no verified overview

Personality Overview

Quality Focused

Generally Skeptic

Features Driven

More than the product, they care about the impact of the product.  They like to move fast and expect the same from others. They prefer to be the ones controlling the conversation or defining the terms.

Topics They Care About

Matt has no verified topics they care about

Media Appearances

Matt has no verified media appearances

Work History

1-2024
CEO at Mach 1 Financial Group
2018 - 1-2024
Partner, COO at Mach 1 Financial Group
2017 - 2018
Sr. Financial Analyst at Brookdale
1-2015 - 2016
Contributor at TheWealthyPhysician.net
2013 - 2017
Sr. Wealth Advisor at Weise Capital Advisors

Education

Certificate in Financial Management from Cornell University
Bachelor of Business Administration (BBA) from Harding University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Bentonville, Arkansas, United States Job Level : Leadership Designation : CEO at Mach 1 Financial Group
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Refer to testimonials from well-known industry leaders
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Do not spend too much time focusing on product tech or features
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Matt

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Matt take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Matt

Personality Compatibility


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