Phil Lesh

Enthusiast
DISC Type : i

Chief Financial Officer (EVP) at Vantage Bank Texas

San Antonio, Texas, United States

Overview

Phil has no verified overview

Personality Overview

Optimistic

Consensus Focused

Amiable & Agreeable

They are generally friendly, so be careful when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Phil has no verified topics they care about

Media Appearances

Phil has no verified media appearances

Work History

Chief Financial Officer (EVP) at Vantage Bank Texas
Senior Financial Consultant (VP) at Wachovia, A Wells Fargo Company
Senior Finance Manager (SVP) at Bank of America
Finance Manager (VP) at Bank of America

Education

BBA from Stephen F. Austin State University

More Information

Social Presence :

Prographics :

Exp : N/A Location : San Antonio, Texas, United States Job Level : Leadership Designation : Chief Financial Officer (EVP) at Vantage Bank Texas
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Insights For Selling To Phil

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phil is

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

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Phil move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Phil take some risk or not?

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

You And Phil

Personality Compatibility


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