Pat Monaghan CLTC

Examiner
DISC Type : cs

Regional Marketing Director-MoneyGuard at Lincoln Financial

Baltimore City County, Maryland, United States

Overview

Pat has no verified overview

Personality Overview

Tough To Convince

Unexpressive

Status Quo Seeker

They tend to be clear about their needs and limitations and are unlikely to promise too much.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Pat has no verified topics they care about

Media Appearances

Pat has no verified media appearances

Work History

4-2012
Regional Marketing Director-MoneyGuard at Lincoln Financial
5-2011 - 4-2012
Internal Wholesaler at Lincoln Financial
10-2010 - 6-2011
Inbound Sales Rep at Lincoln Financial
12-2008 - 7-2010
Financial Advisor Intern/Junior Broker at Merrill Lynch Financial and Advisory Services

Education

Bachelor of Science from Saint Joseph's University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Baltimore City County, Maryland, United States Job Level : N/A Designation : Regional Marketing Director-MoneyGuard at Lincoln Financial
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Insights For Selling To Pat

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pat is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Pat

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Pat move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Pat take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Pat

Personality Compatibility


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