Matthew Crider CFP®, MBA

Critic
DISC Type : C

Financial Advisor at Global View Investment Advisors

Greenville, South Carolina, United States

Overview

Matthew has no verified overview

Personality Overview

ROI Driven

Information Seeker

Critic

They choose to analyze logically and value facts to emotions.  It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

5-2021
Financial Advisor at Global View Investment Advisors
1-2019 - 1-2020
Financial Advisor at MassMutual
4-2016 - 5-2018
Financial Consultant at Fidelity Investments
3-2015 - 4-2016
Investment Consultant at Fidelity Investments
6-2011 - 3-2015
Senior Relationship Manager at Fidelity Investments

Education

2015 - 2017
Master of Business Administration (M.B.A.) from Clemson University MBA Programs
2017 - 2018
CERTIFIED FINANCIAL PLANNER™ Education Requirements from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greenville, South Carolina, United States Job Level : N/A Designation : Financial Advisor at Global View Investment Advisors
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Matthew

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Matthew take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Matthew

Personality Compatibility


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