Matthew Adams, CFA

Enthusiast
DISC Type : i

Office of Investment at Rotary International

Park Ridge, Illinois, United States

Overview

Matthew has no verified overview

Personality Overview

Amiable & Agreeable

Consensus Focused

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

2-2017
Office of Investment at Rotary International
9-2010 - 2-2017
Manager - Investment Department at Rotary International
8-2008 - 9-2010
Independent Consultant at MotoringFile
10-2000 - 8-2008
Manager - Pricing at Jackson National Life
8-1999 - 10-2000
Investment Representative at Scudder Kemper Investments Inc.

Education

1995 - 1999
BA from Cedarville University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Park Ridge, Illinois, United States Job Level : N/A Designation : Office of Investment at Rotary International
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Matthew

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Matthew take some risk or not?

  • They can take some low-probability risks if needed.

You And Matthew

Personality Compatibility


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