Milton K Guzman, CFP®, RICP®

Observer
DISC Type : ci

Financial Consultant, CERTIFIED FINANCIAL PLANNER™ Professional at Advantage Wealth Advisors

San Francisco Bay Area, United States

Overview

Milton has no verified overview

Personality Overview

Example Seeker

Curious

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally strong communicators and are not easy to convince.

Topics They Care About

Milton has no verified topics they care about

Media Appearances

Milton has no verified media appearances

Work History

7-2013
Financial Consultant, CERTIFIED FINANCIAL PLANNER™ Professional at Advantage Wealth Advisors
7-2013 - 3-2015
Financial Consultant at First Allied Securities
7-2011 - 5-2013
Financial Advisor at Merrill Lynch
3-2010 - 6-2011
Financial Advisor at Morgan Stanley Smith Barney
3-1994 - 8-2009
Senior Therapeutic Specialty Representative at Pfizer

Education

1984 - 1988
BS from United States Naval Academy

More Information

Social Presence :

Prographics :

Exp : 31 Location : San Francisco Bay Area, United States Job Level : Senior Designation : Financial Consultant, CERTIFIED FINANCIAL PLANNER™ Professional at Advantage Wealth Advisors
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Insights For Selling To Milton K

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Help them realize that there is no personal risk in making this decision
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Milton K is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Milton K

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Milton K move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Milton K take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Milton K

Personality Compatibility


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