Nick Stevens

Questioner
DISC Type : c

Financial Advisor at Evergreen Retirement Planning

Boston, Massachusetts, United States

Overview

Nick has no verified overview

Personality Overview

Systematic

Value Seeker

Cautious & Analytical

They prefer to do thorough analysis of any situation.  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Nick has no verified topics they care about

Media Appearances

Nick has no verified media appearances

Work History

7-2021
Financial Advisor at Evergreen Retirement Planning
4-2015 - 7-2021
Financial Consultant at Fidelity Investments
11-2013 - 4-2015
Investment Consultant at Fidelity Investments
7-2011 - 11-2013
Private Client Specialist at Fidelity Investments
5-2006 - 5-2009
Financial Advisor at Allen & Company of Florida

Education

2002 - 2006
Bachelor of Business Administration (B.B.A.) from Florida Southern College

More Information

Social Presence :

Prographics :

Exp : 17 Location : Boston, Massachusetts, United States Job Level : N/A Designation : Financial Advisor at Evergreen Retirement Planning
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Insights For Selling To Nick

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nick is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Nick

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Nick move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Nick take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Nick

Personality Compatibility


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