Michael Friedman

Planner
DISC Type : Sc

Head of Broker Dealer / Head of RIA at Albert

Santa Barbara, California, United States

Overview

Michael has no verified overview

Personality Overview

Not Very Vocal

Overcautious

Analytical & Cautious

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Michael has no verified topics they care about

Media Appearances

Michael has no verified media appearances

Work History

10-2022
Head of Broker Dealer / Head of RIA at Albert
9-2019 - 10-2022
Head of Broker Dealer at LEX
General Counsel & Chief Compliance Officer at Trillium
Partner (2007-2012), Associate (2000-2007) at Winston & Strawn LLP

Education

1992 - 1996
AB from Princeton University
1996 - 1999
JD from Northwestern University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Santa Barbara, California, United States Job Level : Mid-senior Designation : Head of Broker Dealer / Head of RIA at Albert
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Michael

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Michael take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Michael

Personality Compatibility


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