Michael Hoare CFP®

Energizer
DISC Type : I

Regional Vice President at Guggenheim Partners

Los Angeles Metropolitan Area, United States

Overview

Michael has no verified overview

Personality Overview

Imaginative

Big Picture Person

Believer

They are people oriented, friendly and like creating new connections.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Michael has no verified topics they care about

Media Appearances

Michael has no verified media appearances

Work History

7-2021
Regional Vice President at Guggenheim Partners
4-2019 - 7-2021
Associate at Guggenheim Partners
9-2018 - 3-2019
Associate Wealth Advisor at The Mather Group
1-2016 - 9-2018
Client Associate at The Mather Group
5-2015 - 8-2015
Wealth Management Intern at Private Wealth Management

Education

2013 - 2015
Bachelor of Business Administration (BBA) from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 13 Location : Los Angeles Metropolitan Area, United States Job Level : Senior Designation : Regional Vice President at Guggenheim Partners
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Talk anecdotally about the customer experience that your product offers
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Michael

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Michael take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Michael

Personality Compatibility


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