Peter Kerr

Enthusiast
DISC Type : i

Managing Director at Willow Wealth

New York City Metropolitan Area, United States

Overview

Peter has no verified overview

Personality Overview

Consensus Focused

Non-Confrontational

Story Driven

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Peter has no verified topics they care about

Media Appearances

Peter has no verified media appearances

Work History

11-2020
Managing Director at Willow Wealth
9-2018 - 11-2020
Director, Fixed Income Product Management at PGIM
6-2016 - 8-2018
Product Management at OppenheimerFunds
8-2013 - 5-2016
Regional Advisor Consultant at OppenheimerFunds
9-2010 - 7-2013
Wealth Management Associate at Morgan Stanley

Education

Bachelor of Arts (B.A.) from The Ohio State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Managing Director at Willow Wealth
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Insights For Selling To Peter

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Peter is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Peter

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Peter move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Peter take some risk or not?

  • They can take some low-probability risks if needed.

You And Peter

Personality Compatibility


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