Philip Yee

Collaborator
DISC Type : is

CMO at Plaza Home Mortgage, Inc.

Orange County, California, United States

Overview

Philip has no verified overview

Personality Overview

Consensus Builder

Appreciative

Fair-minded

They are more likely to go for proven solutions.  Win-win scenarios can appeal strongly to them. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Philip has no verified topics they care about

Media Appearances

Philip has no verified media appearances

Work History

CMO at Plaza Home Mortgage, Inc.
Marketing Director, Global Sales & Marketing at CoreLogic
SVP Marketing at Ellie Mae
CMO at LoanCity
CMO at DeepGreen Financial

Education

Philip has no verified education history

More Information

Social Presence :

Prographics :

Exp : N/A Location : Orange County, California, United States Job Level : Leadership Designation : CMO at Plaza Home Mortgage, Inc.
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Insights For Selling To Philip

During A Call Or A Meeting

DO's

  • If possible, involve their colleagues in the sales process
  • Be visibly appreciative of their actions during your interactions
  • Use phrases like ‘trust me when’, ‘your team will love’ etc.

DONT's

  • Don’t push them to make decisions very fast, let them take their time
  • Don’t sound very transactional
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Philip is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Philip

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Philip move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Philip take some risk or not?

  • They are unlikely to take many risks.

You And Philip

Personality Compatibility


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