Nicklaus Mattingly, CFP®

Energizer
DISC Type : I

Wealth Manager at Heritage Investment Group

Tampa, Florida, United States

Overview

Nicklaus has no verified overview

Personality Overview

Full Of Energy

Enthusiastic

Informal

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are people oriented, friendly and like creating new connections. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Nicklaus has no verified topics they care about

Media Appearances

Nicklaus has no verified media appearances

Work History

4-2014
Wealth Manager at Heritage Investment Group
7-2012 - 3-2014
Senior Financial Planner at Ernst & Young
10-2011 - 6-2012
Assurance Senior at Ernst & Young
5-2011 - 10-2011
Financial Planner at Ernst & Young
6-2008 - 8-2008
Assurance Intern at Ernst & Young

Education

2009 - 2010
Master of Science in Accountancy With Honors from University of Notre Dame - Mendoza College of Business
2005 - 2009
Bachelor of Science With Honors from Indiana University - Kelley School of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : Tampa, Florida, United States Job Level : Middle Designation : Wealth Manager at Heritage Investment Group
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Insights For Selling To Nicklaus

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Invite them for a lunch or a drink/coffee
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid cutting into their flow
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicklaus is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Nicklaus

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Nicklaus move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Nicklaus take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Nicklaus

Personality Compatibility


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