Pat O'Malley

Examiner
DISC Type : cs

Owner | Advisor | Tax Professional at Tax Help | O'Malley Financial Services

Omaha, Nebraska, United States

Overview

Pat has no verified overview

Personality Overview

Tough To Convince

Unexpressive

Process Oriented

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Pat has no verified topics they care about

Media Appearances

Pat has no verified media appearances

Work History

1-1969
Owner | Advisor | Tax Professional at Tax Help | O'Malley Financial Services

Education

Master of Science (M.S.) from Purdue University
Bachelor of Science (B.S.) from Regis University

More Information

Social Presence :

Prographics :

Exp : 56 Location : Omaha, Nebraska, United States Job Level : N/A Designation : Owner | Advisor | Tax Professional at Tax Help | O'Malley Financial Services
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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
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

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
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pat is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Pat

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Pat move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Pat take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Pat

Personality Compatibility


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