Matthew Howell, CRPC®, CRPS®

Wildcard
DISC Type : csi

AVP-Participant Engagement at Lincoln Financial

East Sandwich, Massachusetts, United States

Overview

Matthew has no verified overview

Personality Overview

Curious But Skeptical

Requires Proof

ROI Driven

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

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

2-2025
AVP-Participant Engagement at Lincoln Financial
4-2023
Director-Client Engagement Team Northeast Region at Lincoln Financial
7-2012 - 5-2023
Retirement Consultant at Lincoln Financial
1-2010 - 7-2012
Account Manager at Cammack LaRhette Consulting
8-2006 - 8-2009
Financial Services Officer at State Employees' Credit Union

Education

1999 - 2003
BA from Lenoir-Rhyne University

More Information

Social Presence :

Prographics :

Exp : 19 Location : East Sandwich, Massachusetts, United States Job Level : N/A Designation : AVP-Participant Engagement at Lincoln Financial
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Help them understand the risk aspect fully while inspiring confidence
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

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

  • 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 Matthew move?

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

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

You And Matthew

Personality Compatibility


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