Nathan Adams, SE-AWMA®

Captain
DISC Type : DS

Financial Advisor at Edward Jones

United States

Overview

Nathan has no verified overview

Personality Overview

Output-Driven

Dynamic But Sincere

Planner & Achiever

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Nathan has no verified topics they care about

Media Appearances

Nathan has no verified media appearances

Work History

9-2021
Financial Advisor at Edward Jones
2-2021 - 9-2021
Associate at Edward Jones
8-2016 - 1-2021
Founder at STALYON

Education

1998 - 2002
Bachelor's degree from Seattle University

More Information

Social Presence :

Prographics :

Exp : 9 Location : United States Job Level : N/A Designation : Financial Advisor at Edward Jones
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Insights For Selling To Nathan

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nathan is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Nathan

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Nathan move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Nathan take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Nathan

Personality Compatibility


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