Rick Scherer

Captain
DISC Type : SD

Member at The Founders Club

Framingham, Massachusetts, United States

Overview

Rick has no verified overview

Personality Overview

Dynamic But Sincere

Decisive But Calm

Consummate Professional

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. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Rick has no verified topics they care about

Media Appearances

Rick has no verified media appearances

Work History

10-2025
Member at The Founders Club
9-2024
Chief Strategy Officer at NewFed Mortgage Corp.
12-2022 - 11-2024
Member Board of Directors at LeaderOne Financial
10-2019
Division at OnTo Mortgage
12-2017 - 10-2019
Vice President | Sr. Mortgage Planner - NMLS 454910 at MSA Mortgage, LLC

Education

9-1999 - 5-2002
Finance / Marketing from Bentley University
9-1998 - 5-1999
Marketing from Plymouth State College

More Information

Social Presence :

Prographics :

Exp : 24 Location : Framingham, Massachusetts, United States Job Level : Leadership Designation : Member at The Founders Club
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick 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 Rick

  • 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 Rick move?

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

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

You And Rick

Personality Compatibility


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