Nick Porter

Captain
DISC Type : SD

Wealth Advisor at MERRILL LYNCH WEALTH MGMT

Mansfield, Texas, United States

Overview

Nick has no verified overview

Personality Overview

Decisive But Calm

Planner & Achiever

Long-Term Thinker

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Nick has no verified topics they care about

Media Appearances

Nick has no verified media appearances

Work History

4-2024
Wealth Advisor at MERRILL LYNCH WEALTH MGMT
5-2022 - 4-2024
Consumer Investments - Financial Solutions Advisor at Bank of America Merrill Lynch
5-2021 - 5-2022
Broker - Financial Service Representative at TD Ameritrade

Education

2016 - 2017
Education details unavailable from Dallas Baptist University

More Information

Social Presence :

Prographics :

Exp : 4 Location : Mansfield, Texas, United States Job Level : N/A Designation : Wealth Advisor at MERRILL LYNCH WEALTH MGMT
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Insights For Selling To Nick

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • During followups, use phone or text if needed, they should be fine
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nick 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 Nick

  • 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 Nick move?

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

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

You And Nick

Personality Compatibility


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