Max Kulyk CRPC®, Chartered SRI Counselor™

Questioner
DISC Type : c

CEO and Founder at Chicory Wealth

Decatur, Georgia, United States

Overview

Max has no verified overview

Personality Overview

Not Easily Convinced

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Topics They Care About

Max has no verified topics they care about

Media Appearances

Max has no verified media appearances

Work History

1-2018
CEO and Founder at Chicory Wealth
8-2002 - 12-2017
Private Wealth Advisor at Ameriprise Financial Services, Inc.

Education

1996 - 2000
ABD from Emory University
9-1991 - 5-1996
Master of Divinity - MDiv from Emory University, Candler School of Theology

More Information

Social Presence :

Prographics :

Exp : 23 Location : Decatur, Georgia, United States Job Level : Leadership Designation : CEO and Founder at Chicory Wealth
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Insights For Selling To Max

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • 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 Max 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 Max

  • 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 Max move?

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

  • Can Max take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Max

Personality Compatibility


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