Paul Klauder

Questioner
DISC Type : c

Financial Services Executive at Self-employed

Phoenixville, Pennsylvania, United States

Overview

Paul has no verified overview

Personality Overview

Cautious & Analytical

Value Seeker

Systematic

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Paul has no verified topics they care about

Media Appearances

Paul has no verified media appearances

Work History

2-2026
Financial Services Executive at Self-employed
4-2023 - 2-2026
Executive Vice President, Head of Independent Advisors Solutions Unit at SEI
5-1993
Executive Vice President / Head of Institutional Investors Unit at SEI
6-1989 - 5-1993
Senior Auditor at Arthur Andersen & Company

Education

1985 - 1989
Bachelor of Science (BS) from DeSales University
1981 - 1985
Education details unavailable from Archbishop Wood High School

More Information

Social Presence :

Prographics :

Exp : 36 Location : Phoenixville, Pennsylvania, United States Job Level : N/A Designation : Financial Services Executive at Self-employed
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Paul

  • 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 Paul move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Paul take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Paul

Personality Compatibility


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