Ray Bartolome

Collaborator
DISC Type : is

Chief Operating Officer at Falcon Wealth Planning, Inc.

Ontario, California, United States

Overview

Ray has no verified overview

Personality Overview

Example Driven

Consensus Builder

Fair-minded

They are more likely to opt for solutions that are proven in the market.  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. Scenarios where both sides can come out as winners appeal to them greatly.

Topics They Care About

Ray has no verified topics they care about

Media Appearances

Ray has no verified media appearances

Work History

10-2021
Chief Operating Officer at Falcon Wealth Planning, Inc.
2-2021 - 10-2021
Operations Director at Falcon Wealth Planning, Inc.
9-2016 - 2-2021
Branch Manager at TD Ameritrade
1-1999 - 8-2016
Team Manager at Charles Schwab

Education

Ray has no verified education history

More Information

Social Presence :

Prographics :

Exp : 27 Location : Ontario, California, United States Job Level : Leadership Designation : Chief Operating Officer at Falcon Wealth Planning, Inc.
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Insights For Selling To Ray

During A Call Or A Meeting

DO's

  • If possible, involve their colleagues in the sales process
  • When asking them questions, sound relatable and informal
  • Be visibly appreciative of their actions during your interactions

DONT's

  • Don’t get into excessive details unless prompted
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t sound very transactional

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ray 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 Ray

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

Insights For Deal Planning

    How fast (or slow) will Ray move?

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

  • They are unlikely to take many risks.

You And Ray

Personality Compatibility


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