Paul Standring CLU

Examiner
DISC Type : sc

Registered Financial Services Professional at WestPoint Financial Group

Greater Chicago Area, United States

Overview

Paul has no verified overview

Personality Overview

Status Quo Seeker

Process Oriented

Unexpressive

They are thorough and always follow a systematic approach.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Paul has no verified topics they care about

Media Appearances

Paul has no verified media appearances

Work History

1-2019
Registered Financial Services Professional at WestPoint Financial Group
5-2015
Owner and CEO at Carefree Boat Club of Chicago and Wisconsin
5-2007 - 1-2019
Financial Advisor at Northwestern Mutual

Education

2003 - 2007
Bachelor of Science (BS) from University of Wisconsin-Madison
Series 6 & 63 Investment Licensed in 2010 from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Registered Financial Services Professional at WestPoint Financial Group
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

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 rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul is

  • Adoption by others is very important to them, followed by confidence in 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 don't like to hasten, so their speed of decision-making may be slow.
  • Can Paul take some risk or not?

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

You And Paul

Personality Compatibility


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