Paul L. Moffat, MBA, CPFA, AIF®

Examiner
DISC Type : cs

President at Arista Wealth Management

Las Vegas, Nevada, United States

Overview

Paul has no verified overview

Personality Overview

Tough To Convince

Overcautious

Process Oriented

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

Paul has no verified topics they care about

Media Appearances

Paul has no verified media appearances

Work History

7-2006
President at Arista Wealth Management
11-2004 - 4-2006
Partner at Clearwater Asset Management
1-1999 - 11-2004
Asst. Vice President at Merrill Lynch

Education

2014 - 2015
Master of Business Administration (M.B.A.) from Pepperdine University
1995 - 2000
Bachelor's of Science from UNLV Lee Business School

More Information

Social Presence :

Prographics :

Exp : 26 Location : Las Vegas, Nevada, United States Job Level : N/A Designation : President at Arista Wealth Management
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Insights For Selling To Paul L.

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • 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 Paul L. is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Paul L.

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Paul L. move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Paul L. take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Paul L.

Personality Compatibility


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