Max Aldrich

Inspirer
DISC Type : id

Chief Financial Officer at Commercial Advisors

Memphis, Tennessee, United States

Overview

Max has no verified overview

Personality Overview

Decisive

Fast Adopter

Generous

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care About

Max has no verified topics they care about

Media Appearances

Max has no verified media appearances

Work History

8-2006
Chief Financial Officer at Commercial Advisors
1-1994 - 7-2006
Director of Finance at Accredo Health
1-1993 - 12-1994
Vice President/Managing Analyst at Univest Financial Group
8-1988 - 12-1992
Associate - Leasing/Management at Trammell Crow Company
8-1982 - 8-1986
CPA at Arthur Andersen & Company

Education

1986 - 1988
MBA from Northwestern University - Kellogg School of Management
1978 - 1982
Bachelor of Arts from Rhodes College

More Information

Social Presence :

Prographics :

Exp : 41 Location : Memphis, Tennessee, United States Job Level : Leadership Designation : Chief Financial Officer at Commercial Advisors
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Insights For Selling To Max

During A Call Or A Meeting

DO's

  • Focus on the big picture and the strategic value of your product
  • Refer to testimonials from well known people to highlight the value of your product
  • Acknowledge their status and position during the conversation

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Max is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Max

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Max move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Max take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Max

Personality Compatibility


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