Mike Brown, CFP®

Researcher
DISC Type : Cs

Partner at Jacobsen Capital Management

Salt Lake City, Utah, United States

Overview

Mike has no verified overview

Personality Overview

Soft Communicator

ROI Seeker

Perfectionist

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Mike has no verified topics they care about

Media Appearances

Mike has no verified media appearances

Work History

1-2024
Partner at Jacobsen Capital Management
6-2023
Chief Investment Officer at Jacobsen Capital Management
1-2022 - 12-2023
Chief Operations Officer at Jacobsen Capital Management
5-2019 - 1-2022
Managing Director at Jacobsen Capital Management
12-2016 - 5-2019
Associate at Jacobsen Capital Management

Education

Bachelors of Science - BS from University of Utah - David Eccles School of Business
Financial Planning from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 11 Location : Salt Lake City, Utah, United States Job Level : Leadership Designation : Partner at Jacobsen Capital Management
URL has been copied!

Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.
  • Actively address their concerns around change, risk, and acceptance by users

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • 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 Mike is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Mike

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Mike take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Mike

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.