Mitch Kramer, CFP

Critic
DISC Type : C

CEO & Founder at Fluent Financial®

Dallas, Texas, United States

Overview

Mitch has no verified overview

Personality Overview

ROI Driven

Information Seeker

Negotiator

They prefer to analyze logically and value objective facts over emotions.  Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Mitch has no verified topics they care about

Media Appearances

Mitch has no verified media appearances

Work History

8-2005
CEO & Founder at Fluent Financial®
6-1996 - 7-2005
Senior Financial Advisor at American Express Financial Advisors

Education

BBA from Texas Tech University
MBA from The University of Texas at Dallas

More Information

Social Presence :

Prographics :

Exp : 29 Location : Dallas, Texas, United States Job Level : Leadership Designation : CEO & Founder at Fluent Financial®
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Insights For Selling To Mitch

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mitch is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Mitch

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Mitch move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Mitch take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Mitch

Personality Compatibility


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