Patrick Phillips

Questioner
DISC Type : c

Principal at RSM US LLP

Philadelphia, Pennsylvania, United States

Overview

Patrick has no verified overview

Personality Overview

Value Seeker

Not Easily Convinced

Cautious & Analytical

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

Topics They Care About

Patrick has no verified topics they care about

Media Appearances

Patrick has no verified media appearances

Work History

1-2022
Principal at RSM US LLP
4-2019 - 1-2022
Senior Manager, M&A Tax Services at RSM US LLP
7-2015
Director - M&A Tax Services at PwC
11-2006
Manager - M&A Tax Services at PwC
3-2000 - 7-2001
Advertising Sales Manager at Gist Communication

Education

2004 - 2009
LL.M. from Villanova University Charles Widger School of Law
2001 - 2004
JD from Villanova University Charles Widger School of Law

More Information

Social Presence :

Prographics :

Exp : 21 Location : Philadelphia, Pennsylvania, United States Job Level : Senior Designation : Principal at RSM US LLP
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • 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 Patrick 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 Patrick

  • 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 Patrick move?

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

  • Can Patrick take some risk or not?

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


You And Patrick

Personality Compatibility


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