Michael Saenz

Questioner
DISC Type : c

Financial Advisor at Drumond Wealth Management

Houston, Texas, United States

Overview

Michael has no verified overview

Personality Overview

Systematic

Value Seeker

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Topics They Care About

Michael has no verified topics they care about

Media Appearances

Michael has no verified media appearances

Work History

5-2025
Financial Advisor at Drumond Wealth Management
12-2023 - 5-2025
Financial Advisor at Stirlingshire
4-2023
Data Scientist at Vopak
2-2022 - 3-2023
Jr. Trading Data Analyst at Musket Corp.
2-2021 - 2-2022
Key Projects at Machine Learning

Education

8-2021 - 8-2022
Master's degree from University of Houston
2018 - 2020
Bachelor's degree from University of Houston

More Information

Social Presence :

Prographics :

Exp : 5 Location : Houston, Texas, United States Job Level : N/A Designation : Financial Advisor at Drumond Wealth Management
URL has been copied!

Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael 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 Michael

  • 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 Michael move?

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

  • Can Michael take some risk or not?

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

You And Michael

Personality Compatibility


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