Richard Placette II

Activist
DISC Type : Cd

Financial Advisor at Equitable Advisors

Houston, Texas, United States

Overview

Richard has no verified overview

Personality Overview

Meticulous

Logical And Quick

Perfectionist

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Richard has no verified topics they care about

Media Appearances

Richard has no verified media appearances

Work History

1-2026
Financial Advisor at Equitable Advisors
5-2016
Managing Partner at Texas Country Inspection LLC

Education

2004 - 2006
Chemical Process Technology from Lamar Institute of Technology
2014 - 2014
OSHA 510 from Texas A&M Engineering Extension Service

More Information

Social Presence :

Prographics :

Exp : 9 Location : Houston, Texas, United States Job Level : N/A Designation : Financial Advisor at Equitable Advisors
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Stress on the business value that your product offers
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Richard

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • Their decision making speed is somewhere in the middle.
  • Can Richard take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Richard

Personality Compatibility


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