Nikolas Adams

Questioner
DISC Type : c

Marketing Director at Wealthspire

Orlando, Florida, United States

Overview

Nikolas has no verified overview

Personality Overview

Price-Sensitive

Value Seeker

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Nikolas has no verified topics they care about

Media Appearances

Nikolas has no verified media appearances

Work History

11-2025
Marketing Director at Wealthspire
10-2018
Director of Marketing at NFP, an Aon company
6-2014 - 10-2018
Director Of Marketing And Business Development at FiduciaryFirst
7-2010 - 6-2014
Director of Marketing at Fannie Mae
10-2007 - 5-2009
Director of Marketing at National Insurance Brokerage

Education

2001 - 2005
Orgainzational Communications from University of Central Florida

More Information

Social Presence :

Prographics :

Exp : 17 Location : Orlando, Florida, United States Job Level : Mid-senior Designation : Marketing Director at Wealthspire
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Insights For Selling To Nikolas

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nikolas 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 Nikolas

  • 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 Nikolas move?

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

  • Can Nikolas take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Nikolas

Personality Compatibility


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