Matthew Savard CFP®, MBA

Judge
DISC Type : Dc

Financial Advisor at Morgan Stanley

Greater Houston, United States

Overview

Matthew has no verified overview

Personality Overview

Quality Focused

Features Driven

Demanding

More than the product, they care about the effectiveness of the product.  They like to be in a position where they can control the conversation and terms. They respond well to strong and respectful communication.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

5-2005
Financial Advisor at Morgan Stanley

Education

2008 - 2010
MBA from University of Houston, C.T. Bauer College of Business
2000 - 2004
BS Finance from Trinity University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Houston, United States Job Level : N/A Designation : Financial Advisor at Morgan Stanley
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Get to the point quickly instead of spending time doing small talk
  • Speak about competitive differentiation that your product offers

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being a storyteller and don’t try to oversell
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Matthew

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They can take decisions very fast if you manage to convince them.
  • Can Matthew take some risk or not?

  • The risks don’t matter much to them.

You And Matthew

Personality Compatibility


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