Matthew Vasquez

Questioner
DISC Type : c

Sales Manager, RIA Custody at Betterment

Fort Worth, Texas, United States

Overview

Matthew has no verified overview

Personality Overview

Not Easily Convinced

Systematic

Value Seeker

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Topics They Care About

Matthew has no verified topics they care about

Media Appearances

Matthew has no verified media appearances

Work History

1-2025
Sales Manager, RIA Custody at Betterment
9-2023 - 2-2025
Vice President of Business Development at TradePMR
4-2021 - 9-2023
RIA Sales Executive at Altruist
4-2019 - 4-2021
Strategic Relationship Manager, Sales at TD Ameritrade Institutional
12-2016 - 5-2019
Sr. Sales Specialist (Core) at TD Ameritrade Institutional

Education

2002 - 2007
Bachelor's degree from Texas Tech University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Fort Worth, Texas, United States Job Level : Middle Designation : Sales Manager, RIA Custody at Betterment
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Matthew

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Matthew take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Matthew

Personality Compatibility


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