Rick Linton, CPA

Examiner
DISC Type : cs

Tax Manager at KSM (Katz, Sapper & Miller)

Westfield, Indiana, United States

Overview

Rick has no verified overview

Personality Overview

Late Adopter

Process Oriented

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  Being observant comes to them naturally. They are always well-planned and adopt a systematic approach.

Topics They Care About

Rick has no verified topics they care about

Media Appearances

Rick has no verified media appearances

Work History

7-2022
Tax Manager at KSM (Katz, Sapper & Miller)
7-2020 - 6-2022
Senior Tax Associate at KSM (Katz, Sapper & Miller)
8-2019 - 6-2020
Staff Tax Associate at KSM (Katz, Sapper & Miller)
1-2017 - 7-2019
Staff Accountant at Williams, Williams & Lentz, LLP
6-2016 - 8-2016
Internal Auditor at Voya Financial

Education

8-2015 - 5-2016
Master of Business Administration (M.B.A.) from Murray State University
8-2011 - 5-2015
Bachelor of Science (BS) from Murray State University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Westfield, Indiana, United States Job Level : Middle Designation : Tax Manager at KSM (Katz, Sapper & Miller)
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Rick

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Rick move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Rick take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Rick

Personality Compatibility


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