Paul Wilson

Questioner
DISC Type : c

Investment Manager & Branch Principal at Raymond James Investment Services

Buckingham, England, United Kingdom

Overview

Paul has no verified overview

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

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. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Paul has no verified topics they care about

Media Appearances

Paul has no verified media appearances

Work History

8-2020
Investment Manager & Branch Principal at Raymond James Investment Services
7-2014 - 3-2020
Investment Manager at WHIreland Wealth Management
8-1999 - 6-2014
Investment Manager at Charles Stanley & Co. Limited

Education

1990 - 1993
BSc (Honours) from University of Warwick

More Information

Social Presence :

Prographics :

Exp : 26 Location : Buckingham, England, United Kingdom Job Level : Senior Designation : Investment Manager & Branch Principal at Raymond James Investment Services
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Insights For Selling To Paul

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

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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