Paul Kaplan, CPA, MBA, CGMA

Examiner
DISC Type : cs

Partner at Rosenfield and Company PLLC

New York City Metropolitan Area, United States

Overview

Paul has no verified overview

Personality Overview

Late Adopter

Process Oriented

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Topics They Care About

Paul has no verified topics they care about

Media Appearances

Paul has no verified media appearances

Work History

1-2015
Partner at Rosenfield and Company PLLC
1-2015
Managing Partner at Rosenfield and Company PLLC
1995 - 2017
President at The Kaplan Consulting Group, Inc.
1-2010 - 12-2014
Partner at KDMS LLC

Education

Bachelor's degree from Baruch College
Master of Business Administration - MBA from Baruch College

More Information

Social Presence :

Prographics :

Exp : 31 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Partner at Rosenfield and Company PLLC
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul 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 Paul

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

Insights For Deal Planning

    How fast (or slow) will Paul move?

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

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

You And Paul

Personality Compatibility


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