Peter Perchard

Examiner
DISC Type : cs

Principal of Perchard Wealth Management at Associate Partner Practice of St. James’s Place Wealth Management

Runcorn, England, United Kingdom

Overview

Peter has no verified overview

Personality Overview

Tough To Convince

Late Adopter

Process Oriented

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

Peter has no verified topics they care about

Media Appearances

Peter has no verified media appearances

Work History

9-2015
Principal of Perchard Wealth Management at Associate Partner Practice of St. James’s Place Wealth Management
1-2012 - 8-2015
Financial Adviser at Lighthouse Financial Advice

Education

Diploma for Fiancial Advisers (DipFA) from LIBF

More Information

Social Presence :

Prographics :

Exp : 14 Location : Runcorn, England, United Kingdom Job Level : Mid-senior Designation : Principal of Perchard Wealth Management at Associate Partner Practice of St. James’s Place Wealth Management
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Insights For Selling To Peter

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • 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 Peter is

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

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Peter move?

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

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

You And Peter

Personality Compatibility


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