Paul Marks, CFP® CRPS®

Critic
DISC Type : C

Chief Executive Officer - Wealth Advisor at TrueWealth Advisors, LLC

Greater Birmingham, Alabama Area, United States

Overview

Paul has no verified overview

Personality Overview

ROI Driven

Critic

Objective Thinker

They choose to analyze logically and value facts to emotions.  They are quite likely to negotiate on pricing or other key terms. They like to do things independently and don’t look for support from others.

Topics They Care About

Paul has no verified topics they care about

Media Appearances

Paul has no verified media appearances

Work History

2-2014
Chief Executive Officer - Wealth Advisor at TrueWealth Advisors, LLC
4-2009
Wealth Advisor at ProEquities, Inc.
9-2005 - 3-2009
Managing Consultant at Actuarial Consulting Group Inc
5-2002 - 12-2002
Insurance Examiner at Florida Surplus Lines Service Office (FSLSO)
Senior Insurance Examiner at Florida Department of Financial Services

Education

1998 - 2002
BS from University of Florida - Warrington College Of Business
2012 - 2014
Certified Financial Planner from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Birmingham, Alabama Area, United States Job Level : Leadership Designation : Chief Executive Officer - Wealth Advisor at TrueWealth Advisors, LLC
URL has been copied!

Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Tell them what ROI they can expect

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Paul

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Paul move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Paul take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Paul

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.