Neal Katz, DPS, CAC

Evaluator
DISC Type : csd

Founder & CEO at P3 Organizational Harmonics

New York City Metropolitan Area, United States

Overview

Neal Katz is the Founder and CEO of P3 Organizational Harmonics, where he specializes in optimizing employee productivity through data-driven, behavioral science-based models. He holds a Doctor of Professional Studies from Pace Universitys Lubin School of Business and has extensive corporate experience in operational risk and professional services management at BMO.

He appears to value building new connections, noting how a brief lunch with strangers can forge lasting relationships. His interest in the Sacramento Metro Chamber and organizations like Great Place To Work suggests a focus on both local community engagement and fostering positive professional environments.

He has developed a unique framework called "productivity architecture, " which blends behavioral science, psychology, and risk management.

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Organizational Productivity
His company, P3 Organizational Harmonics, is built around a model that uses behavioral science to diagnose and improve the root causes of employee productivity challenges.
Leadership Development
He frequently writes about nurturing leadership capability as a key driver for performance, accountability, and commitment within an organization.
Workplace Culture
He emphasizes the importance of a strong cultural fit, where the values and behaviors of an employee consistently align with those of the organization.

Media Appearances

Interview with Neal Katz – Founder & CEO of P3 Organizational Harmonics. Featured in Trakstar Podcast

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Episode 241 – HR News: HR v. Employees? with Neil Katz (Founder & CEO, P3 Organizational Harmonics). Featured in Good Morning HR

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Charting a Course through Cultural Transformation with Neil Katz (Founder & CEO, P3 Organizational Harmonics). Featured in Leadership Levers

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Work History

2025
Founder & CEO at P3 Organizational Harmonics
8-2022 - 3-2026
Director, Operational Risk at BMO
2-2021 - 7-2022
Director, Professional Services at BMO
2019 - 2020
Adjunct Professor, Organizational Behavior at Pace University - Lubin School of Business
1-2016 - 1-2021
Director, Client Communications and Governance at BMO

Education

Doctor of Professional Studies from Pace University - Lubin School of Business
Master of Business Administration from Pace University - Lubin School of Business

More Information

Social Presence :

Prographics :

Exp : 21 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Founder & CEO at P3 Organizational Harmonics
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Insights For Selling To Neal Katz,

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Neal Katz, is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Neal Katz,

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Neal Katz, move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Neal Katz, take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Neal Katz,

Personality Compatibility


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