Neil Leonard

Observer
DISC Type : ci

VP, Performance Marketing & Analytics at Wealth Enhancement Group

San Francisco, California, United States

Overview

Neil has no verified overview

Personality Overview

Curious

Example Seeker

Value Driven

They ask a lot of questions and rely heavily on information and collaterals.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Neil has no verified topics they care about

Media Appearances

Neil has no verified media appearances

Work History

8-2022
VP, Performance Marketing & Analytics at Wealth Enhancement Group
6-2020 - 8-2022
Senior Director Of Analytics at Betterment
7-2019 - 6-2020
Chief Technology Officer at Lace & Liberty
VP Marketing Analytics at MoneyLion
Trader at Segantii Capital Management

Education

2000 - 2005
Bachelor of Engineering (B.Eng.) from The University of Western Australia
2000 - 2005
Bachelor of Commerce (B.Com.) from The University of Western Australia

More Information

Social Presence :

Prographics :

Exp : 6 Location : San Francisco, California, United States Job Level : Senior Designation : VP, Performance Marketing & Analytics at Wealth Enhancement Group
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Insights For Selling To Neil

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Be prepared for a lot of questions, answer them objectively
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • 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 Neil is

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

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Neil move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Neil take some risk or not?

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

You And Neil

Personality Compatibility


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