Patrick Whetstone

Editor
DISC Type : CS

Financial Professional at Ashford Advisors

Atlanta, Georgia, United States

Overview

Patrick has no verified overview

Personality Overview

Fact-Driven

Late Adopter

Sometimes Friendly

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Patrick has no verified topics they care about

Media Appearances

Patrick has no verified media appearances

Work History

3-2023
Financial Professional at Ashford Advisors
11-2022 - 2-2023
Sales Associate at AtmosAI
11-2006 - 11-2022
Senior Associate at Soliant Health

Education

1997 - 2002
Bachelors from Morehouse College
1994 - 1997
Diploma from Bowman High School

More Information

Social Presence :

Prographics :

Exp : 19 Location : Atlanta, Georgia, United States Job Level : N/A Designation : Financial Professional at Ashford Advisors
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Actively address their concerns around change, risk, and acceptance by users
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick 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 Patrick

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

Insights For Deal Planning

    How fast (or slow) will Patrick move?

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

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

You And Patrick

Personality Compatibility


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