Richard Dickson, MBA, CFP®

Critic
DISC Type : C

Partner at Galene Financial

Houston, Texas, United States

Overview

Richard has no verified overview

Personality Overview

Objective Thinker

Negotiator

ROI Driven

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Richard has no verified topics they care about

Media Appearances

Richard has no verified media appearances

Work History

10-2014
Partner at Galene Financial
4-2009 - 10-2014
VP of Investments Services at Wallstreet Texas
1-2005 - 4-2009
CERTIFIED FINANCIAL PLANNER™ at Smith Barney
10-2000 - 12-2004
Supervisor at Compaq/HP

Education

6-2002 - 2-2004
MBA from Keller Graduate School of Business
6-1992 - 6-1996
BS from United States Military Academy at West Point

More Information

Social Presence :

Prographics :

Exp : 25 Location : Houston, Texas, United States Job Level : N/A Designation : Partner at Galene Financial
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Richard

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Richard take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Richard

Personality Compatibility


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