Phillip Naman

Captain
DISC Type : DS

LPL Registered Principal at Cornerstone Christian Wealth Management

Redlands, California, United States

Overview

Phillip has no verified overview

Personality Overview

Long-Term Thinker

Decisive But Calm

Output-Driven

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Phillip has no verified topics they care about

Media Appearances

Phillip has no verified media appearances

Work History

10-2002
LPL Registered Principal at Cornerstone Christian Wealth Management

Education

Phillip has no verified education history

More Information

Social Presence :

Prographics :

Exp : 23 Location : Redlands, California, United States Job Level : Senior Designation : LPL Registered Principal at Cornerstone Christian Wealth Management
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Insights For Selling To Phillip

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phillip is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Phillip

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Phillip move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Phillip take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Phillip

Personality Compatibility


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